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

To: Ian@SI who wrote (4243)	4/26/1998 12:53:00 PM
From: cruncher	Read Replies (1) \| Respond to of 18016

Ian: My technical background is not the greatest but I look to people that have that background. I listened to Bill Gates on TV one night a few months ago and he mentioned before a company like MSFT could fully utilize the internet there would have to be more bandwith. Is this not what Newbridge is all about? Fore Systems came out with earnings this past week and was .02 above and their Book to Bill was the highest it has been in a long time. comments please cruncher

To: Ian@SI who wrote (4243)	4/26/1998 4:10:00 PM
From: pat mudge	Read Replies (1) \| Respond to of 18016

Inventory levels almost always go up in those circumstances. i.e. - a new product is being added. The company must have some new stuff before it can sell it. At the same time, existing customers using existing products must be supported until they complete their transitions to new products. I believe Matthews commented on these very things in the last CC. As for the analyst from GEARS, I wonder if he's tracked the ATM sales over the last 4 quarters. Not only is the growth explosive, but 90% of the sales are going to NN's TDM customers. I believe there's a fairly large installed base that needs products that scale. Who does he think they'll use? Just a thought. Later --- Pat