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Technology Stocks : Newbridge Networks
NN 14.21+1.7%Nov 28 9:30 AM EST
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To: Serge Collins who wrote (9417)2/5/1999 8:56:00 PM
From: nord  Read Replies (2) of 18016
 
If i were to look into my crystal ball I would see a wired world a wireless word groound and sat based. On the ground would be legacy systems and emerging from the ground would be fiber/cable backbones and cores throughout the land. each core would vary in size density and energy. Each core would have the backbone connected to it from the air and ground and would provide various levels of carrying capabilities. Some for voice some for data/video. each bit of energy carried on that world would have an address and need to flow freely to its destination like electricity to the wall. For the next 10 years atm will be at the core of the new wired world. the siemens alliance has come back from the ashes. NN has taken over adding capacity for European development and will get volume productions up and with it reduced costs and lower overhead ie increased margins. consolidation of sales force instillation support for product delivery of parts for assembly closer to the site of use etc. ATM sales grew at 45%. They didn't have enough parts to meet demand. I like these kind of problems. I am getting a little fuzzy but I think I still see lots of need for and orders for NN ATM globally speeking. The concept of reving up production to meet demmand suggest that there is demand ie it is outstri[[ing product margins tend to expand when demand exceeds supply. Granted there is competition but from my vantage I like the view from Main-Street and enjoy having 3COM and Siemens on the street with me.

regards and peace
Norden
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