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


To: pat mudge who wrote (12501)8/2/1999 12:29:00 PM
From: Tunica Albuginea  Respond to of 18016
 
Pat I can't argue with you if NN stays the course by themselves. Nobody has their technology.We are just starting to enter the sweet spot of the ascending curve for ATM sales. This is what TM had been
waiting for since 1995. Why sell now if NN will be 55 any way 1 year from now and command then a higher share price?
Besides, he doesn't have to sell. They've got lots of cash; a nice cushion on backlog orders to where they don't have to cut prices; maybe even raise prices; where else are telcos going to get a 33 or 50 GB ATM?

TA