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Technology Stocks : Newbridge Networks
NN 11.91-4.9%12:27 PM EST
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To: Peter Moss who wrote (5075)6/11/1998 10:32:00 PM
From: Peppe  Read Replies (1) of 18016
 
Peter,Z.O. and Tunica,

<So try to understand what the numbers mean before you use them.>

I thought the numbers were pretty clear. NN's strategy is not new. The ATM market is not at its infancy. Claiming that ATM is growing faster than the router market as logic to justify NN over CSCO shows a severe disconnect in logic.

The reality is that NN's year over year growth is NEGATIVE. ATM is growing at rates over 0. Therefore, NN is not winning its share of ATM business.

But hey, I won't argue with you. Today gave you all another opportunity to average down. I'll stop trying to convince you that there are better networking investments than NN.

Good luck to one and all NN longs. You'll need it,

Peppe
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