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

To: Glenn McDougall who wrote (16959)	2/11/2000 10:08:00 AM
From: zbyslaw owczarczyk	Read Replies (1) \| Respond to of 18016

Some are saying that Calbetron is out of penalty box. Well they revenue decline year over year(NN is growing). They forward looking eps is expected to be much lower(not counting NN savings from outsourcing),CS is going into carrier space were NN has much stronger product potrtfolio and is already well established in carrier space, not mentioning 50/450.LMDS and 3dsl. NN is valued well to low. Some may say management issue. Well management is not going to make for CS great products. In fact they are going to be sold in parts. Zbyslaw