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Technology Stocks : Newbridge Networks

NN 11.97

+5.3%

Nov 21 9:30 AM EST

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To: Serge Collins who wrote (11128)	5/4/1999 8:19:00 PM
From: Doug	Read Replies (1) of 18016

S.C: NN's sales are more direct thru Sales agreements than thru VAR's and Resellers. As such Channel stuffing may not be appropriate. If the MGmt are to be believed.then this Backlog should be incremental to the next Q's regular forecast. There is no indication of that. A great Company is one that can atleast Forecast its Revenues and Income with consistency. NN is not one of those and Investors will have to live thru the "just meet" ;"no meet" Earning cycles. The hype about ATM and VOIP they may read herein has little impact on the price of NN. I hope New Investors will study the past history of NN so that they appreciate that any earnings forecast are quite unreliable.

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