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Technology Stocks : Newbridge Networks
NN 15.87+2.5%Dec 5 9:30 AM EST
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To: Dennis R. Duke who wrote (9271)2/3/1999 8:29:00 AM
From: zbyslaw owczarczyk  Read Replies (1) of 18016
 
Dennis,as you remember few weeks ago, NT,TLAB and earlier ASND reported strong results and gave optimistic guidance .
Those forcast are more important for telecom/networking company like NN then CSCO forcast.
There are two way to carry IP traffic:via routers or switches.
CSCO is in transition state, where they are moving to switching-routing solutions.
So, they concerns do speak for NN, NT etc.

Regards
Zbyslaw
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