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Technology Stocks : Newbridge Networks
NN 12.91+7.9%12:45 PM EST
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To: j g cordes who wrote (4972)6/5/1998 11:02:00 AM
From: Doug  Read Replies (4) of 18016
 
jgc: I do appreciate your enthusiasm for NN but find it hard to convert that into earnings growth.

The entire Communication Industry is now focused toward the high end of the spectrum. To compound the problem, the growth in Sales outside N.America and Europe is slowing down. All this translates into a squeeze on margins caused by very stiff competition.

In a nut shell, we are now entering a phase of pricing competition and low operating margins. I am not sure how NN can improve its earnings on a standalone basis . Perhaps someone more knowledgeable can explain.
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