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Technology Stocks : Newbridge Networks

NN 15.56

+0.5%

11:40 AM EST

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To: Doug who wrote (6354)	9/3/1998 4:03:00 PM
From: zbyslaw owczarczyk	Read Replies (2) of 18016

Doug, in Q2 in which NN is still on diet R&D and GM&A expencess will be almost flat minus 9 mil (0.02 US),so 426 mil in ravenue should provide eps 0.14+0.02( 9 mil will not show up)=0.16.We may see some small increase in expences which will be ofseted by fact that upgrade cost will be eliminated.With very strong demand on ATM product(hope you have listened to cc) ravenue incerase in WAN ATM should be well above 11% in Q1.Also TDM will be much higher (strong booking ). At his point NN needs 5% increase in ravenue to meet 0.19 concencus. Looks to me like very easy job. I expect analysts to increase their numbers very soon, expecially that soon thay will br hearing how much NN earn based on wireless access, which was not included in previous quidence.But first big clients have to accumulate their shere of NN for lower price. Regareds Zbyslaw

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