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Technology Stocks : Newbridge Networks
NN 14.17-3.9%Jan 8 3:59 PM EST
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To: Robert who wrote (10705)4/7/1999 2:27:00 PM
From: Ian@SI  Read Replies (1) of 18016
 
RR,

I would expect ML to look forward not back. If you choose to have a long memory, it's your money and your choice.

In the conference call (which I'm listening to as I type), Alan Lutz in response to the question from the Cowen analyst (about 35minutes into the call) admitted that earnings were strong and that NN continues to take ATM market share.

This strength doesn't yet appear to factored into either the ratings or the earnings estimate.

JMHO,
Ian.
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