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Technology Stocks : Newbridge Networks

NN 13.85

+6.9%

Nov 25 3:59 PM EST

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To: Doug who wrote (9640)	2/14/1999 4:03:00 PM
From: pat mudge	Read Replies (2) of 18016

More ATM hype, the lower is the price by next Q. Not so. ATM revenues are up 35% sequentially this quarter, with another 10% booked but not shipped. Now that we have some data for a number of missed Q's, new Investors would be wise to establish the bounds of reality. There were no major surprises on NN's conference call. [I hope you listened to the replay.] LAN (old UBNetworks) and TDM were the culprits and analysts had been warned about both. On the other hand, I don't know of any who were prepared for the increase in ATM sales and this is where creditable advisors are now focusing. As for reality, you might want to revisit comments from the conference call for clues to upcoming product announcements and acquisitions, and not be caught on the wrong side of the market when news starts flowing. There are times it's wise to be a bear, but not when all the bad news is out and good news ready to hit. Just my take. Pat

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