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

To: thebeach who wrote (3137)	2/7/1998 6:12:00 PM
From: pass pass	Read Replies (1) \| Respond to of 18016

Could you list the reasons that make you say this is the best managed company in North America? I have been watching NN on the sideline but have not done enough homework, much appreciate if you can point out the facts. The stock price is basically the same at mid 1993 but I am not sure if this observation alone makes it a bargain.

To: thebeach who wrote (3137)	2/8/1998 1:51:00 AM
From: Thomas Scharf	Respond to of 18016

>> This company is probably one of the best managed companies in North America.<< While I am a fan of NN and TM's over all strategy, I think you have a bit too much hyperbole here. The profit margin problems that came to a head in the most recent quarter has been obvious ever since I first bought NN about 3 years ago. I commented on it in one of my earliest posts to this thread. I believe they need to bring in someone new to clean up the manufacturing operation. Still a long term bull, Thomas