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Technology Stocks : Newbridge Networks
NN 14.36-1.8%Jan 30 9:30 AM EST

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To: Ian@SI who wrote (10015)3/5/1999 8:24:00 AM
From: Doug  Read Replies (1) of 18016
 
Ian: There are no laws regarding growth . History can only point to trends. Any trend lines, no matter how steep, decay with time in keeping with natures law of Entropy. Approximate Revenues for the Companies you mention are as follows for the current 3 yr span.(97-99)

a:CSCO $6.440b ,8.458b, 9.988b*
b:IBM $69.1b,70.0b,81.6b*
c:MSFT $11.06,13.8b,16.6b*
d:Dell $7.00b,12.0b,$18.0b*

Except for DELL, I do not see a doubling of revenue in the 3 yr span. The majority of large Cap Companies are unable to show sustained growth of 20%. If your research shows otherwise, kindly post the relevant links.

I did not refer to the 72 rule or the (1+X)**N rule because the revenue growth for NN is so far of the mark that simpler maths would suffice to make the point.

The discussion pertains to the claim made that NN would double its revenue in 3 yrs. It is not about other Companies, Laws of growth,
and definition of Leaders.

You would be making a more valuable contribution if using your MATHS, you could show us how NN is and will double its revenues between 1998 and 2001.
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