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Technology Stocks : Newbridge Networks
NN 15.55-1.0%3:59 PM EST

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To: WTSherman who wrote (11714)6/2/1999 12:18:00 PM
From: Ian@SI  Read Replies (1) of 18016
 
Sounds like we're having a violent agreement.

Margins suck at the beginning of a product's life cycle, improve significantly, then die off as the product nears its death.

IP products are at the very beginning. Its best margins are ahead of it.

ATM is just starting to ramp up. It is approaching its best margins.

TDM has seen its glory, is at its best margins which will taper off until NN decides to kill a product that is no longer necessary.
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