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

To: Tunica Albuginea who wrote (4988)	6/7/1998 11:54:00 AM
From: Doug	Read Replies (3) \| Respond to of 18016

T.A: I believe that the market is the best mechanism we have for valuation of any commercial data. During this year, the percentage price gains in most of the Telecoms and Networkers this year has been lower than previous quarters. The reasons are simple. Margins are being squeezed. My expectations of NN have always been realistic based on just two consideration viz Earnings and Earnings Growth. These two factors are the deciding parameters for most Investments. The large Investors are less concerned about the micro technical details of Networking. If the oppurtunities were booming, NN would not have to bring in a new CEO with a primary objective of Sales growth. In fact the market conditions are so complex, that he and his Team need 100 days to analyse the market and set up a game plan. Many stocks get hyped , overvalued and finally result in massive corrections. Vivus is a good example.! I do not wish that to happen to NN.