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Technology Stocks : Newbridge Networks
NN 11.36-9.3%Nov 20 3:59 PM EST
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To: Stephen Lux who wrote (11139)5/4/1999 11:59:00 PM
From: Doug  Read Replies (3) of 18016
 
Stephen:It is most likely a capacity problem. The Semi Conductor Industry on a global basis has excess capacity and the competition is fierce including near state of the art FPGA's. today, any Silicon component is available from more than one source.

One cannot deduce Margins from the announced Sales/Income because the
Sales were not optimised for the existing capacity. TDM sales have higher margins but declining orders exceeding plant capacity. ATM sales have lower Margins but increasing sales that do not match the quarterly plant capacity.

The problem is how do you optimise Profit for 2 existing lines of production under a set of Customer orders that vary Q to Q.
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