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Technology Stocks : Newbridge Networks
NN 13.69-2.5%Dec 2 3:59 PM EST
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To: zbyslaw owczarczyk who wrote (9384)2/5/1999 1:12:00 PM
From: larry pollock  Read Replies (3) of 18016
 
There is too much attention being directed toward the fall-off in TDM sales. The more important issue is that NN failed to forecast the demand for the ATM sales. ATM products are supposed to be NN's growth engine and, yet, there was not enough inventory on hand. The bottom line for this quarter is that Newbridge got caught with their pants down. Perhaps the underlying problem rests with poor internal forecasting procedures. The discussion with the drop-off in TDM sales is really a side-show issue. We have been through this previously with TDM sales.

Mr. Lutz's avoidance of talking about the quarter's gross margin is disturbing. If NN knows the revenue level, buy product line, and the net income for the quarter, an approximation of the quarter's gross margin should have been known. With all of the detail provided during the conference call, the refusal to offer a gross margin level is not a good sign.
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