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Technology Stocks : Newbridge Networks
NN 12.96+8.3%Nov 24 3:59 PM EST
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To: Glenn McDougall who wrote (7080)10/21/1998 10:55:00 PM
From: Ian@SI  Read Replies (1) of 18016
 
Glenn,

I completely agree with your outlook for NN.

I believe that NN still has a credibility gap with the analyst community. It disappointed for 3 or 4 quarters in a row and has met expectations for the last ONE (1) quarter in a row.

Once the credibility is regained, I expect the stock to fly. Unfortunately, I don't know how many more quarters it will take.

Like you, I expect NN to significantly outperform its peers for those with sufficient patience. I'll also wait.

FWIW,
Ian.
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