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Technology Stocks : Newbridge Networks
NN 14.04-1.2%Dec 1 3:59 PM EST
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To: Doug who wrote (6247)8/29/1998 2:23:00 PM
From: Ian@SI  Read Replies (1) of 18016
 
Doug,

Here are the specific stocks making up the COMEQ index...

Industry Breakdown
Stocks making up this S&P Index; as a % of the S&P 500:

Name             Ticker    %ofS&P500
Andrew             ANDW        .02%
DSC Communications DIGI        .03%
General Instrument  GIC        .04%
Harris              HRS        .03%
Lucent Technologies  LU       1.31%
Motorola            MOT        .35%
Northern Telecom     NT        .31%
Scientific-Atlanta  SFA        .02



and a very interesting extract from an analyst's NN earnings conference call followup.

In addition, the company's TDM revenues registered a substantial sequential increase of US$22 million over the fourth quarter of fiscal 1998. The company registered record backlog and a book-to-bill greater than one.

IMO, it's very difficult to presume that a company with a record backlog and orders growing faster than sales is going to "wither on the vine". I fully expect that we'll see continued growth in both top and bottom line. And this clearly is not reflected in today's price.

BWDIK,
Ian.
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