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

To: saju chacko who wrote (3527)	3/5/1998 1:04:00 PM
From: Bald Man from Mars	Read Replies (1) \| Respond to of 18016

You are looking at the fundamental picture, which is correct to say that it does not look good. But there are other factors we cannot foresee, like winning a contract here or there, that might ignite the stock. I continue to consider this stock has very limited downside, and have very good upside potential.

To: saju chacko who wrote (3527)	3/5/1998 2:41:00 PM
From: pat mudge	Read Replies (2) \| Respond to of 18016

if you want to make money then why let your capital sit idle when there are other stocks that are going up all around you. i agree this requires a little bit more aggressiveness and attentiveness but i think that there is more money to be made this way. I disagree with your reasoning. I think it takes a lot more aggression and attention to choose a company that has the winning technology for a developing market than it does to pick a Cisco based on their track-record -- one that may just be tested in the near future. I own both companies, so am certainly not knocking CSCO. I'm just saying anyone who does his or her own homework won't discount NN based on lowered sales in TDM and write-offs in LAN. Its strength is ATM. Study the products; study NN's installed TDM base (90% ATM sales come from this); study the estimated global market. Then decide whether to write it off. All in my admittedly novice opinion. Pat