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

To: pat mudge who wrote (14721)	11/18/1999 9:28:00 PM
From: Michael M	Respond to of 18016

If Dr. Seuss can get me a 25 percent pop, I'm with Dr. Seuss :-)

To: pat mudge who wrote (14721)	11/18/1999 9:30:00 PM
From: E Ramos	Read Replies (1) \| Respond to of 18016

Hello Pat, I just finished listening to the questions put to the resident Chiefs. Your view of the questions and answers are apt. That session had the poorest response's I've heard in a while from business professionals. I don't feel confident in a team when they can't answer with complete knowledge of numbers as it pertains to the segments of the business. The DSO is quite high also. I'm still long but waiting with bated breath to jump off this poorly run organization. Oh well, it could have been nice. Thank goodness, I'm making out well with the market leader, CSCO. NN had a chance but needed someone at the helm. Peace

To: pat mudge who wrote (14721)	11/18/1999 9:30:00 PM
From: zbyslaw owczarczyk	Read Replies (1) \| Respond to of 18016

Pat:* Gross margins will be impacted by lower margin LMDS and DSL. No sales targets at this time. GROSS margin only, not net margins,b/c expenses is access business are lower. core GM 60%, expenses 40% access 50 and 30% respectively. LMDS was less then 10%. Zbyslaw