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Technology Stocks : Newbridge Networks

NN 14.21

+1.7%

Nov 28 9:30 AM EST

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To: pat mudge who wrote (9362)	2/5/1999 8:27:00 AM
From: MD Bryant	Read Replies (1) of 18016

Pat, I agree to disagree at this point in time. * TDM is a concern, because it is one of their core businesses. * Alan blew the LMDS win trumpet last CC.. that looks and smells like smoke to me. * The orders you mentioned SBC, BCE etc are already accounted for in previous Q backlog. A surge in quarterly orders means customers not yet announced (ie : G1) - again, make your own conclusions. * Digested = Merged into an existing giant. * I'm not depressed, just stating an opinion and perhaps your rats ass is different from mine. Again, form your own conclusions * LMDS IS bringing in revenues. They were recognized in the Q as stated in the conf call as "Broadband wireless" * New products don't mean squat for this quarter, and they may not necessarily for the next either. They have to test and trial them first. Today the market will respond with their valuation. I think it will be very ugly.

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