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

To: Andrew who wrote (3076)	2/4/1998 2:29:00 PM
From: zbyslaw owczarczyk	Respond to of 18016

Andrew It was stressed in con.call that ravenues from MCI and BT will start in Q1 1999(starting may 1, 1998).This yaer alone NN has got two contracts(see press releaces) 30 and 25 mil.The first is in US currency and will be realized by the and 0f 1998 ( you can call NN and conform if you wish), the second is in US ro Can. (?).TM told analysts that will be few announcments in coming Q( desin wins finalized as a contract). On january 3, 97 BT made press release.We lerned that this contract is worth 500 mil (US) and father extension coming soon.NN has made forcast o 65% growth in ATM WAN alone in fiscal in fiscal 1999.

To: Andrew who wrote (3076)	2/5/1998 12:18:00 PM
From: Don Beals	Read Replies (2) \| Respond to of 18016

Andrew I took your ATM estimates and projected them into the future. The trend in ATM revenues is remarkably liner so I did a linear regression (R^2=.987) and extrapolated it into the future. I also regressed the ATM as % of total revenues (R^2=.9). I did not attempt to estimate total revenue since it is all over the map. It is pretty clear that Newbridge is in a product transition phase and if the past is indicative of the future, the future looks promising. If TDM is drying up does this signal a faster than expected industry transition to ATM? Newbridge Quarter Total$M ATM $M %ATM of total ($M) Q499 13 316.07e 71.15e Q399 12 294.46e 67 Q299 11 272.85e 62.85e Q199 10 251.24e 58.7e Q498 9 229.63e 54.568e Q398 8 360e 200e 50.4 Q298 7 432 195 45.1 Q198 6 435 170 39.1 Q497 5 441 142 32.2 Q397 4 333 113 33.9 Q297 3 315 105 33.3 Q197 2 286 77 26.9 Q496 1 272 57 20.95