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Technology Stocks : Newbridge Networks

NN 11.97

+5.3%

Nov 21 9:30 AM EST

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To: MD Bryant who wrote (6911)	10/8/1998 1:06:00 PM
From: Doug	Read Replies (1) of 18016

M.D.B: The report I referred to was issued in 97. Since then a like report was published in 98. ASND has been good enough to publish both the 97 and 98 report. NN had used a report dated 97. Kindly quote a current reference to substantiate your Revenue breakdown claims. Without that, we are in the realm of assumptions. Sure TELCOM like Healthcare are expanding Markets. However when the Capital contracts, Spending slows. Check 72-74 recession to see how these indexes faired. Healthcare demands even more dollars but instead the current motto in that sector is "Do more with less". As for the source of extra earnings, you are now partly relying on a reduction of SG&A whilst sales are expected to increase. Further you have not considered any Taxes. This is an unusual scenario for which I have not found any precedent. You may like to share the examples from NN's or other equivalent Companies to show that indeed this is well within possibility. As I said earlier, in this market certainty will only be established after the event. However, Hope, Hype and despair will precede it.

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