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Technology Stocks : Newbridge Networks -- Ignore unavailable to you. Want to Upgrade?

To: Peppe who wrote (11985)	6/23/1999 9:22:00 AM
From: John Freeman	Respond to of 18016

G'morn from the valley there has been a lot of flurry of late, which from what I gleam from all the postings, which I just finished reading, looks great for NNC, which i hold. A little announcement also coming out today in conjunction with Metro Net to go along with the long list of others:) later john

To: Peppe who wrote (11985)	6/23/1999 10:59:00 AM
From: zbyslaw owczarczyk	Read Replies (1) \| Respond to of 18016

Peppe, as far as margins are concerned it was stated on CC that with SSTI in house GM on lmds will improve. GM on access part( about 50%) are smaller then core switching(60-62%), but expenses are lower, so profit is still the some about 20%!!!. What is interesting, and most people do not realize it, that with issuance of shares NN is getting at least US 210 millions $, Much needed money to finance small emerging carriers. Big boys do not need financing, they have lots of cash and performance in No.1 issue. On the other hand, small carriers, which do not have cash,are willing to sacrifice quality, if they can get financing. So now NN can offer QoS and financing. Very smart move, in may opinion, by Alan Lutz. Regards Zbyslaw