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


To: pat mudge who wrote (4969)6/5/1998 9:24:00 AM
From: zbyslaw owczarczyk  Read Replies (2) | Respond to of 18016
 
Pat, I just spoke to NN. Here are the most important comments:
*some analysts had est.for 1999 as much as 50% above consensus, for example some expected that NN could make 0.30(us)in last Q!!!. It was prudent to calm some analyst after missing few quarters.
*Street reaction was bigger then NN though!
* TDM flat and new applications should keep it flat in 2000. China very strong.
*T.M described BT, C&W etc. as "openers". Within few months we should hear more what is inside the cans!!!
* Many analyst do not agree with McLellen