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Technology Stocks : Newbridge Networks
NN 14.21+1.6%12:59 PM EST
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To: MD Bryant who wrote (8816)1/5/1999 11:48:00 AM
From: pat mudge  Read Replies (2) of 18016
 
Most of Global One is likely already figured into the stock price Pat, unless it is substantially larger than original estimates. I think the momentum is building on:

**US Gov't contract.
**Anticipated wins.
**General strong growth and expansion in the telecom market.

NN is indeed undervalued to it's peers at this point.

I disagree. Yes, most analysts know about G1, but they're holding off upgrades until the announcement is made.

You'd be surprised what sort of press can materialize once the Street decides to back a stock. Heck, NN might even be included in articles listing major networkers. :))

Later ---

Pat
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