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Technology Stocks : Newbridge Networks
NN 12.53-1.5%Nov 19 3:59 PM EST

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To: Peppe who wrote (5106)6/12/1998 12:23:00 AM
From: Hassan Lakhani  Read Replies (2) of 18016
 
Peppe:

<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.>

Sorry, but your argument seems to be lacking something here. If ATM made up 100% of NNC's revenue, then what you wrote would make sense. But, since a large share of NNC's revenue comes from TDM, your comparison is misleading. I don't have hard statistics on NNC's ATM revenue growth relative to the overall growth of ATM, but that is what you should be comparing if you want people to listen to you.

Hassan
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