SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Newbridge Networks
NN 15.70+5.2%Jan 16 3:59 PM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: pat mudge who wrote (11701)6/2/1999 10:52:00 AM
From: zbyslaw owczarczyk  Read Replies (2) of 18016
 
Few words about margins.
Many watchers do not like margins going lower, but do not realized
that it is profit not margins that counts.
Margins are going lower b/c broadband access, which revenue is increasing, has about 50%margins compare to 60-62% in IP and core ATM.
On the other hand lower margins access products has only 30% expenses compare to 40-42% in IP or ATM core.
The bottom line- profit is the same for all products groups-20%.
Also access part will bring more revenue, which positively effect the
NN's EPS.

Zbyslaw
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News