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Technology Stocks : Newbridge Networks

NN 12.54

-0.5%

10:03 AM EST

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To: Ed Frye who wrote (7741)	11/25/1998 8:32:00 AM
From: Peppe	Read Replies (1) of 18016

Ed, <Hard for me to believe anyone was in this stock expecting better than what was delivered.> I don't agree. I think most analysts were expecting NN to beat the revenue number, announce a new deal (C&W is in current stock price) and more clarification on the alliance side re: LU. Lutz did an admirable job of deflecting the gaps and yes, we have to give him some time. I don't think the street will be too favorable to NN today. May be a good time to get back in if you believe that Global One is real. On the product side, did it not strike anyone as odd that the 50 gig and OC 48 products won't be ready until mid-99 ? The best news, imo, was the increase in cash. Makes them that much more attractive as a take-over target. Good luck to all that hung in there past earnings. Cheers, Peppe

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