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Technology Stocks : Newbridge Networks
NN 12.48-2.0%1:50 PM EST

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To: Doug who wrote (9282)2/4/1999 9:18:00 PM
From: Raymond Duray  Read Replies (1) of 18016
 
Hi Doug,
I heartily agree with your analysis. the A-list are subject to the whims of fashion (right now we don't have to be geniuses to figure out who's in fashion), and on a relative scale have low barriers to entrance in the industry.
B-listers as in Backbone face a higher hurdle, financially and technologically. I'm watching GBLX LVLT MFNX as fast growers with savvy managements, financial clout and no antique plant problems.
I'm also impressed by Armstrong at T, what a change from the Allen regime. I won't short this one.

C U later
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