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Technology Stocks : Newbridge Networks

NN 12.96

+8.3%

3:59 PM EST

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To: Doug who wrote (4977)	6/5/1998 12:48:00 PM
From: micromike	Read Replies (1) of 18016

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. Well my understanding is that Europe is deregulating the phone industry. If they happen to follow in the same direction the US went when they deregulated then I would think the equipment demand will be booming so were is this slow down coming from? Who is CSCO partner in Europe with? If they don't have one then my guess is the best technology and a strong partner over there will win the majority of contracts and presently NNC has zee best in both areas. Companies are realizing that Quality of service is important and NNC is way ahead of the rest in this area. Since I last checked AT&T had a terrible outage. What product was at fault? NNC nope! CSCO. JMHO Mike

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