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Technology Stocks : Newbridge Networks
NN 12.41-1.8%9:42 AM EST
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To: pat mudge who wrote (7515)11/19/1998 4:23:00 PM
From: Ian@SI  Read Replies (1) of 18016
 
Pat,

As usual, we can always count on you to provide a reasoned and reasonable response. Thanks.

I fully agree that:

1. We shouldn't count on NN getting US$750M or even all CDN$500M.

2. We shouldn't presume that all revenue will come in 1 quarter, calendar or fiscal year.

3. We should be overjoyed with CSCO blessing ATM for the backbone. :-)

4. We should be grateful to all who successfully prayed to their god that NN would get the G1 contract.

Today's one of those days when we can be overjoyed we held onto our NN positions.

Ian.

I'm going to sound like a broken record, but, please, don't start assuming NN's getting US $700 + million.
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