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Technology Stocks : Newbridge Networks

NN 13.98

+0.9%

Nov 26 3:59 PM EST

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To: micromike who wrote (6496)	9/14/1998 5:38:00 PM
From: Doug	Read Replies (1) of 18016

Mike: Thx for that link to NN's 10Q. It is quite transparent that both rev and Income/share need to be improved to warrant a higher PEG. Because of the high PSR now being proposed (7-10), it can only merge as a pooled asset with another Company with a parabolic P/E such as LU or CSCO. A pooled merger with a TELCOM is unlikely because it will result in a serious drop in price of the buyer. The other alternative is for NN to grow by pooling with a Company whose rev and Income/share are higher than NN's. Are you aware of any plan in depth that addresses how problems of Rev & Income growth will be resolved.?

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