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

To: Rob Riordan who wrote (11995)	6/23/1999 4:38:00 PM
From: Ian@SI	Respond to of 18016

RR, Agree that those that were expecting a takeover of NN would be disappointed and probably start unwinding any speculative positions. During the conference call and in the supporting presentation, NN stated that it had 15 (???) LMDS contracts signed, even more evaluations underway and about 30 prospects. I only recall seeing about 4 or 5 announcements. This implies, to me at least, that there's up to 10 contracts not priced into NN's fundamentals. That, of course, would depend upon when the contracts were signed relative to the guidance given by NN to the analyst community at the beginning of this month. Essentially, we can expect the exponential growth of the ATM family to continue not just for a couple quarters but probably for a couple years. NN is going higher. When, I don't know. But certainly in less than 2 years. JMHO, Ian.