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


To: Brett Nelson who wrote (4955)6/4/1998 4:03:00 PM
From: Doug  Respond to of 18016
 
B.N: The effort spent by the group on the Micro details of Networking far exceeds the time spent on the valuation of NN. This has been the principle reason that we have todate never anticipated any SellOff .

We need to discover our own rational valuation for NN. In doing so, we may consider the opinion of the Analyst but the final choice should be ours. I believe that NN will again go up and cycle down because it
does not have the necessary earnings to support it.

The question I raise is simple. What are the high low expectations
for the next 3 mths.?

Thx