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Technology Stocks : Newbridge Networks

NN 15.25

+2.1%

2:48 PM EST

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To: S. Peterkin who wrote (11716)	6/2/1999 12:23:00 PM
From: Win-Lose-Draw	Read Replies (2) of 18016

Ok, now I'm bullish on NN. The reasoning is a little convoluted, but bear with me. Many of NN's largest customers are telcos and telco-like. By all accounts, orders from these firms will be greatly reduced in the final 3 months of this year because of customer concerns about Y2K (not NN related). But Alan gave non-pessimistic previews of fiscal Q2/Q3, which would be the quarters affected. So...either Alan figures he can make any estimate he wants since Y2K gives great cover - but I think he's smart enough to know NN has too spotty a history to get away with that. Or...it's a non-issue because NN will not exist as NN by then; ie, it gets bought and noone will remember or care what the estimates were. LOL. How's that for a little self-delusion! :-)

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