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Technology Stocks : Newbridge Networks
NN 17.21+1.3%11:50 AM EST
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To: micromike who wrote (10088)3/6/1999 7:32:00 PM
From: Doug  Read Replies (1) of 18016
 
Mike: Siemens is now re-engineering American style. The previous honeymoon between Siemens and its junior partners is surely going to be evaluated. The known trends todate are as follows:

a:Contract with Crosskeys is being run down earlier than expected.
b:Acquisition of other U.S R&D based Network Companies.
c:Telcom sales in S.America though weak had no impact on Siemens stock price but affected NN.

I understand 20% of NN's revenue is sourced thru Siemens. The questions I have regarding this percentage are:

a:Is this going to increase based on the current facts.
b:Is this going to decrease progressively.
c:Is this going to decrease abruptly.

IMO ,scenario b: is most likely. The additional perceived implications are:

a:Added pressure to increase direct sales.
b:Added cost for Increased sales force.
c:Increased competition with time.

These implications may well be a cause of concern to some Investors.
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