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

To: pat mudge who wrote (4724)	6/1/1998 3:32:00 PM
From: zbyslaw owczarczyk	Respond to of 18016

Pat,here is CC replay: 416-6954406, #77273. Zbyslaw

To: pat mudge who wrote (4724)	6/1/1998 4:33:00 PM
From: Luc Glinas	Respond to of 18016

Someboday knows the reputation of Cassels Blaikie Investment Management. With that kind of recommendation maybe its time to get out of that firm. OMHO Luc

To: pat mudge who wrote (4724)	6/1/1998 4:55:00 PM
From: BMWIN	Read Replies (2) \| Respond to of 18016

Please, do not shoot the messenger. My only point here is to provide information. Pieces of information like this help to give insight into current market situations. No other suggestions were meant. I sincerely hope none were taken.

To: pat mudge who wrote (4724)	6/1/1998 5:24:00 PM
From: Peppe	Read Replies (2) \| Respond to of 18016

Actually Pat I think the statement was very bold and not totally unfounded. Consider the following: 1- CSCO, LU and NT, by far the three largest communications equipment providers, are preaching Gigabit and even terabit routers as replacements in Service Provider's cores. A paradigm shift in the making that COULD hurt Newbridge very dearly. 2- NN's lowsy record of making their numbers the last 3 quarters. 3- NN's lack of a layer 3 story after the UB fiasco. 4- NN's relatively small size, compared to the afore-mentioned networking giants. IMHO, as a Canadian investment firm, they were quite gutsy to make the statements they made and dare I say, not that far off the mark. (At the risk of being flamed by this thread ...) Let tomorrow's numbers tell the story, Good luck to all, Cheers, Peppe