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

To: Don Beals who wrote (3114)	2/5/1998 1:54:00 PM
From: Nick S.	Read Replies (1) \| Respond to of 18016

To all: It seems clear to me that TDM is quickly going to be a thing of the past as far as NN revenues goes. On the other hand, ATM appears to be experiencing the kind of growth that could more than compensate for these revenue losses in the next several quarters. However, revenue does not equal profit. We all know that TDM has had very generous profit margins built into its price structure, but what about ATM? What are the current margins? At what rate are these margins increasing (if in fact they are)? To me, this is the key to deciding whether or not NN is attractive at these levels. I suspect it might be, but until I get a better understanding of the margins, I will wait to average down. Thanks, Nick PS If anyone has posted on this topic before, then my apologies. Please refer me to the reply #.