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

To: gbh who wrote (15089)11/25/1999 9:14:00 AM
From: fumble  Respond to of 18016
 
<< The big unknown (and the reason the stock is not up where it should be) >>

fumble, let's not forget, the reason the stock is not where it should be, is that they just came off a seriously lousy quarter.

I meant my comment to answer the recent questions on the thread about why (with the takeover speculation) the stock it not up higher (i.e., 25-26 instead of 22-23).

The bad quarter is old news. I should have made my comment clearer.



To: gbh who wrote (15089)11/25/1999 9:15:00 AM
From: zbyslaw owczarczyk  Respond to of 18016
 
gbh, the best way to look at NN is big start-up with two
hot products(LMDS and 3dSL) which are getting volume as we speak, and new one coming within months 50gig and 450 gig.
12.8 which is more then minimum for most of EU, LMDS solution, and smaller alternate is not sufficient for big US telcos, and this is where delays are coming from.

We will learn soon.

Happy Thanksgiving

Zbyslaw


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