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

To: Tunica Albuginea who wrote (4849)	6/3/1998 12:48:00 PM
From: Doug	Read Replies (1) \| Respond to of 18016

TA:Now that you have had your fill, perhaps you might share your expectations. As per my notes , the forward earnings forecast indicate estimates of 0.16c, 0,20c for the next 2 Q's. If we take a pro rata valuation we could be a max of 50% higher 6 mths from now. However much of that could be already discounted in todays price. Would appreciate any forward valuations from others. Thx.

To: Tunica Albuginea who wrote (4849)	6/3/1998 12:58:00 PM
From: Peppe	Respond to of 18016

Tunica, You wrote: < combine NN and Siemens forece that has 6500 engineers> That is VERY DIFFERENT than NN having 6500 engineers. And you still haven't answered why a company that spends lots in R&D but has lousy revenues is a good investment. <Can you say NN&COM&COMPAQ&Siemens together??> By together, what do you mean ? Do you mean a partnership a la CSI; going against CSCO,LU and NT who are buying their missing links will be a challenge (IMHO). I have sold all my CIEN holdings, so I'm looking for a place to park my cash. I'll buy NN only if I think they will be bought imminently. You may have answered my questions (specifically Pat has), but I'm still not convinced. Given NNs price today, neither is Wall Street. Cheers, Peppe