Network Equipment (nwk) Message Board

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Technology Stocks : Network Equipment (nwk)

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To: Evan Stern who wrote (46)	2/7/1997 7:28:00 AM
From: Brian Lee	of 107

Hi, I would not care to give a concrete guess at growth but I do think the future looks reasonably bright for NET. That is mainly dependent on how their new ATM products sell. A recent report from one firm of analysts (forget the name but check the 'Recent news' link) estimates 7% compound growth for T1/T3 multiplexers well into the next century. NWK has a strong presence in that market. If the ATM products are technically and price competitive with the leaders then NWK can easily reach 15-20 growth. They have a huge embedded customer base and the ATM module for the IDNX will allow them to farm this base just as they have done with the frame relay products cf. recent France Post office deal. NET have been late in announcing the ATM products and I believe this has been a major reason for the depth of the fall and the slowness of the recovery. I think you will see the 33 dollars that you paid but I think it will take a while in coming as the ATM products dont ship until Q3. So my guess if for the share to consolidate in the low twenties for the next couple of quarters and to reach 30 - 35 by next year. I hope I am being too conservative. Cheers Brian

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