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Technology Stocks : Newbridge Networks
NN 15.72+1.5%1:24 PM EST
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To: pat mudge who wrote (9269)2/2/1999 8:37:00 PM
From: Dennis R. Duke  Read Replies (2) of 18016
 
Pat,

Do you think CSCO is doing:

A) a down playing of expectations in fear of a LU/ASND making in roads to their market?

B) a normal conservative CC, ala Intel "oh, it will be tough next quarter" and it never is?

C) an actual warning that things are slowing down for them?

D) an admission the NN is winning and they are not? ;-)

You have a good feel for what people are trying to say, so I was curious of your take.

Thanks, (-8 Dennis 8-)
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