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

To: Ian@SI who wrote (12781)	8/16/1999 8:28:00 PM
From: pat mudge	Respond to of 18016

For anyone interested in PrimeTech, their CC replay is: 877-289-8525, code 2851#. Financial results: newsalert.com Notes from CC as they pertain to NN: Q: Customer concentration for the quarter? A: Top three represented 90-92%. Q: Were Sun and Newbridge predominant? A: Yes. Q: What revenue increase tied to NN? A: All growth in NN was new product. Q: Backlog entering Q? A: $40 million. Q: 2 biggest customers are vast majority? A: Yes. Q: [re expansion] Why looking at acquisitions? A: We started up Kirkland with NN business [devoted solely to NN] --- Sun and others are at other facility. We want to expand our customer base and we can do it through acquisitions. Q: What about NN products? A: We had been doing TDM on consignment and now moving to turnkey. November new codes are coming down. We see expansion going forward. Q: Room for testing? A: Yes, there's room for large volumes of test equipment --- and will add more services to agreement Q: Overall capacity? A: Anywhere from $10 to 20 million per line. Can do $300 million from both plants --- we're not at capacity --- 7 lines in Dollard (?) and 7 lines at Kirkland, all up and running. 2 more at (?), making 16 total. All running. >>>>> If Sun and NN represent 90% and NN is given 7 lines out of 16, and Sun thrown in with "other," what percentage of PrimeTech's business is NN? Higher math, I know. :)) For more on the co: primetech.com Pat