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Technology Stocks : Newbridge Networks

NN 13.69

-2.5%

Dec 2 3:59 PM EST

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To: Doug who wrote (9382)	2/5/1999 11:39:00 AM
From: zbyslaw owczarczyk	Read Replies (3) of 18016

Doug,<This means margins are under pressure.That pressure will only increase with time.> I think you got this wrong.NN do not want to take the another "chance" with TDM.It is very important at this point to be to conservative! One thing I would like to emphesise is that NN left LAN business and turn toward smaller new world carriers.ANSD for some time was free of compentition in this area of the market.NN has refocuse the products(new world service provider do not need lagacy features-extra cost). They got 26 new customers, and we did see ONLY 6-8 contract announcments during Q3!!! Zbyslaw

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