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Technology Stocks : Newbridge Networks

NN 15.88

+0.1%

10:48 AM EST

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To: Trader Bob who wrote (8540)	12/15/1998 11:19:00 AM
From: zbyslaw owczarczyk	Read Replies (2) of 18016

Bob,MCI-CSCO.Looks nice for CSCO,but i would like to remind you that this contract was going to go to ASND.On the other hand at the begining of 1998 CSCO announced that they were going to replaced NN 36170 in US West.Since that announcment, NN have been shipping ATM gears to US West on regular basis, non of 36170 was replaced and US West have installed little if any of Stratacom switches!!! It will be very difficult to figure out the real value of CSCO contract. SO far NN volume is extremly low,whatindicates that yhat only few traders are willing to sell NN at this level. Regards Zbyslaw

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