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

To: Sans Souci who wrote (2684)	1/9/1998 9:49:00 AM
From: notredame	Respond to of 18016

Guys, I think the best thing has already occurred. Nothing. Newbridge has not warned the street (yet)that they are going to miss the quarter. The analysts continue to estimate $1.47 for the year. The P/E is not bad based on the current price. If I were Newbridge, I certainly would not be responding to rumours, I would prove myself on paper. They already have 867MM in sales, when last year they only had 1.3B for the whole year.

To: Sans Souci who wrote (2684)	1/9/1998 9:51:00 AM
From: Tunica Albuginea	Respond to of 18016

Paul, same thing happened yesterday as it did 2 - 2 1/2 years ago when UBS? analyst sais " he thought NN wouldn't meet estimates and stock tanked from 27 to 20;For 1 week, gg. Went on to 69, gg. The Ascend/CSCC and Cisco/Skystone story does not impress me at all. The problem is that people lump all ATM switches in the same category like it was a 3Com card out of the box you pick up off the shelf. My understading ( and I am not an engineer ) instead is that NN ATMs function at significantly higher bandwidth and speed levels from the competition and that NN is working on a 700 GB switch that nobody else is. Also NN sells to Telcos and they are pretty finnicky about trying these switches for 1-2 years first before buying them and NN has done that , new start ups are at the entrance. Once a Telco hooks up with a vendoer then the refrigerator phenomenoen comes in: nobody wants to haul all this giant equipment out the door: they usually return to the original vendor for upscaling, which is exactly what MCI has just done.Correct me if I am wrong This is a great buing opportunity. I am considering selling some of my INTCW and buying more Nn at these prices. TA