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Technology Stocks : Newbridge Networks

NN 12.47

-1.3%

12:06 PM EST

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To: WTSherman who wrote (11266)	5/7/1999 7:53:00 AM
From: gbh	Read Replies (2) of 18016

If you look at the recent buyouts of FORE and XYLN one could conclude that NN's non TDM business is worth something like 6x revenue and their TDM business 1 or 2x revenue. WT, I think a buyout valuation would be more closely aligned with what ASND got rather than FORE or XYLN. NN is largely a supplier to carriers and service providers, like ASND, which is acknowledged to be a much higher growth buisness than the enterprise, where most of sales of both FORE and XYLN are derived. I agree that TDM is now, and will continue to be a drag. But as time moves forward, this revenue will become relatively small and therefore not significant. Wireless is a big "?". Gary

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