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Technology Stocks : Newbridge Networks

NN 13.85

+6.9%

Nov 25 3:59 PM EST

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To: fumble who wrote (9331)	2/4/1999 7:21:00 PM
From: Peppe	Read Replies (1) of 18016

Fumble, This quarter's results from Newbridge is a perfect illustration of the risk associated with owning their stock. Their dependance on TDM revenue is still very strong, yet this is a very unpredictable revenue stream for them. This is a company in transition and I think the street will punish them tomorrow for it. Despite the fabulous growth potential, Newbridge has yet to demonstrate that they can completeley make up for revenue short falls from TDM. This may still be a few quarters away. Remember, Newbridge has disspointed before and it took a long time to rebuild the confidence they had recently achieved. Should be a good buying opportunity tomorrow. I'm back in if we see the teens. Cheers, Peppe

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