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


To: pat mudge who wrote (12623)8/10/1999 11:57:00 PM
From: Peppe  Read Replies (1) | Respond to of 18016
 
Pat,

Great summary from the cc, as usual. There should be no surprise however in my interpretting the results in a more +ive way than you did.

One thing strikes me as a little odd in your post:

On one side you reported:

Growth for enterprise was 33%, for service prividers 80% and small to med bus, 34%.

Yet you conclude:

...their struggles at Telia and Sprint indicate their carrier expertise isn't up to the challenge.

80 % Service Provider growth isn't enough ???

It's okay to like NN and admit that CSCO had fabulous results. This is very positive for the whole sector and hopefully this is what we neede to see companies like NN, CMTO, CIEN and COMS, to name a few, bounce back tomorrow.

On another note, I bought CSCO today at $ 57.25 for a swing trade and sold in aftermarket for $59 7/8 using DATEK's new after hours trading feature. Worked like a charm, made some extra cash, I am one happy guy tonight.

Cheers,

Peppe



To: pat mudge who wrote (12623)8/11/1999 1:46:00 AM
From: zbyslaw owczarczyk  Read Replies (3) | Respond to of 18016
 
They talked a lot about BT business, especially GX 12000 (?) and MGX 8800 "for next phase of BT's MSP network. [Not sure what this is.]
Pat-
CSCO lost first round at fall 98 when NN got big ATM contract with BT. They also lost second round of ATM recently, as well as good portion of IP, to NN.
Now they are talking about the next round.
Talk is cheap.

Zbyslaw