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

To: pat mudge who wrote (12986)	8/25/1999 1:42:00 PM
From: gbh	Read Replies (2) \| Respond to of 18016

Pat, not sure about who listens to S&P vs. any other analyst, but S&P's research is available for free to Fidelity customers, and thats a big crowd. As for the CC, I did listen, live, to the whole call. Alan did state that some of the AR on the balance sheet had been collected, but I don't recall him qualifying that with "major" accounts. In any event, the AR and inventory issues will continue to add to the risk of the next quarter. AR especially. Inventory is also a concern, but its not like PC inventory that loses value so quickly. But I can tell you from first hand experience, that holding too much component level inventory can become problem should demand slow a bit in an area that you had forecast higher growth. Margins can be impacted too, since these components, like all semiconductors, are constantly falling in price. Basically, what I'm saying, is I hate both AR and inventory growth, especially when they outstrip revenue growth. gary