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


To: pat mudge who wrote (5053)6/9/1998 4:44:00 PM
From: Bron-y-aur  Respond to of 18016
 
invaluable reporting on meeting with mr lutz. thanks.



To: pat mudge who wrote (5053)6/9/1998 10:01:00 PM
From: PGB  Read Replies (1) | Respond to of 18016
 
PAT LIKE YOUR OPINION AND INSIGHT. HOWEVER, YOU STATED THAT ALAN LUTZ IS THE CEO OF NN. I THOUGHT TERENCE H. MATTHEWS WAS CHAIRMAN/CEO. I HAVEN'T SEEN ANY NEWS ON CHANGES IN MANAGEMENT. CAN YOU CLARIFY WHO MR. LUTZ IS.



To: pat mudge who wrote (5053)6/9/1998 10:14:00 PM
From: Doug  Read Replies (2) | Respond to of 18016
 
P.M: Good of you to apprise us of your meeting with Mr Lutz. Shareholder value is closely tied to the growth of Earnings and Revenue. Until the current figures are substantially increased , it will be difficult for Analysts to promote NN.

It is not easy to maintain a 20% growth at the $1.6b level. That generally requires a series of new well timed widgets and/or a new Marketing Strategy with heavy increases in Sales staff.

I am not up-to speed regards their new Mousetraps. However,I can safely say that you will see a substantial increase in Sales and Marketing expenses if they are going to make the leap.