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

To: Ian@SI who wrote (4594)	5/21/1998 1:34:00 AM
From: Mark Kubisz	Respond to of 18016

>>Newbridge Networks (NYSE: NN) held the second slot >> according to Dell'Oro with a 24% share, down 2 points. Do you think this report could have been a factor in today's decline?

To: Ian@SI who wrote (4594)	5/21/1998 1:36:00 AM
From: pat mudge	Respond to of 18016

The ATM WAN market increased by 13% sequentially, to $397 million, and Cisco increased its leading share of that segment by 1 percentage point, to 31%. Newbridge Networks (NYSE: NN) held the second slot according to Dell'Oro with a 24% share, down 2 points. I haven't seen it, but that's rather grim. How often does the report come out? If it's monthly, no big deal. If quarterly, well, that's not so good. If semi-annually, not good at all. And is Del'Oro a reliable report? In other words, do they support themselves from subscriptions and is one of their biggest subscribers the Kid? Actually, I own the Kid, too, but I don't like to see NN lose ground. Pat