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

To: Nick S. who wrote (3115)	2/5/1998 2:46:00 PM
From: Thomas Scharf	Read Replies (2) \| Respond to of 18016

>> the bottom line at Newbridge is ATM now << It has been for several years. TMsaw the future way back & bet the company on the emergence of ATM. TDM's approaching demise has been obvious since emergence of the www-as-mass-medium phenomenon. TDM has just been a cash cow to keep them going until ATM takes off. The final transition is happening faster than anyone expected so there will be some short-term pain during the change-over. At one time I held about 3K shares of NN, now down to 400. I'm going to start accumulating again at current levels & expect the company to make me a very wealthy man over the next 5 years. Thomas