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

To: zbyslaw owczarczyk who wrote (15008)	11/23/1999 3:19:00 PM
From: larry pollock	Read Replies (1) \| Respond to of 18016

Is it correct to say that you are hanging on to your shares because you are still expecting a miracle turnaround? What is the scorecard now, TM/NN/LUTZ have blown six out of eleven quarters? The 50 gig switch will not be generating revenues for a few quarters (under the assumption that NN management is not overstating the expected demand for this product), right? Granted, NN has stated that customers are lined up waiting for this product, but no one really knows. 3dsl will not be generating substantial revenues for some unknown time period, right? Again, you are hanging on because you expect a turnaround, correct?

To: zbyslaw owczarczyk who wrote (15008)	11/23/1999 3:37:00 PM
From: MikeM54321	Read Replies (1) \| Respond to of 18016

"With 3dsl(350 access switch) and LMDS(12.8 gig ATM switch is sufficient b/c LMDS is bought by smaller service providers) which are real huge revenue generators..." ZO, Just for the Q2 record, DSL was less than 10% of recently announced Q2 revenues. LMDS was slightly more. So together they do add up to around 20% or $96 million (out of a $481 million total). This may or may not be considered, "huge." Obviously it's an opinion because these two product areas do have to make up for what NN is losing in the ATM switching market to Lucent (Please no flames. I'm just trying to post the facts). But in defense of your, "huge," statement, NN did make it clear that LMDS is projected to increase 100% for Q3. DSL will also grow, but less than that and no estimate was given. _____________ I'm still real curious about where you found the SBC - 3dsl connection? I would like to look it over because I'm very interested in the Project Pronto equipment vendors. It' a $2 billion/year spending plan and I can't figure out what part NN will partake of this. Thanks in advance, MikeM(From Florida)