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

To: Brett Nelson who wrote (5105)	6/12/1998 12:29:00 AM
From: pat mudge	Read Replies (1) \| Respond to of 18016

Articles such as this make me wonder why journalists even bother quoting analysts. A stock goes down and they blame it on the company's reception at an international trade show. There was only one networker who went up today and that's ASND --- and only then because it was added to the S&P 500. Perhaps if the Mr. Duncan had read today's industry reports he might have realized SEMI brought out some fairly grim statistics on capacity utilization, indicating a semiconductor rebound could be pushed back one or two quarters. Not exactly the kind of news to make Wall Street rally. Clearly the Ottawa Citizen knows Mr. Duncan Stewart will comment on any company they happen to be following. A sampling of his profundities: January 14, 1997: "WordPerfect will get slammed this year," says Duncan Stewart, a partner with the high-tech investment firm Tera Capital Corp. "What makes the story exciting next year? Not much." Friday 23 May 1997: Duncan Stewart, a partner in the high-tech investment firm Tera Capital Corp. of Toronto says: "It's not unlikely that this type of slip will happen again" in reference to yesterday's revelations from JetForm. Saturday 26 July 1997 [responding to questions on Gandalf:] "The company just didn't focus," says Duncan Stewart, a partner with Toronto high-tech investment firm Tera Capital Corp. "It was a mile wide and an inch deep. It was through 1988 to 1991 that this first became apparent." Thursday 16 April 1998: Mr. Stewart of Tera Capital said the key issue for Corel now is whether the large price reductions it announced for its WordPerfect software last month will translate into larger overall sales. It needs $80 million to do well. "The preliminary answer seems to be yes," Mr. Stewart said. Friday 2 January 1998: High-tech investor Duncan Stewart, a partner in Toronto-based Tera Capital Corp., said Cognos seems to be getting punished for acting in a straight-forward manner. He said that indications that sales were slowing appeared "as a blip at the edge of the screen" and that Cognos executives moved quickly to warn the investment community of potentially lower sales. Thursday 9 October 1997 [responding to JDS Fitel's tripled earnings:] "This kind of hypergrowth cannot last forever," said Duncan Stewart, a partner in high-tech investment firm Tera Capital Corp. of Toronto, although he expects the stock to appreciate. Considering Mr. Stewart's depth of understanding, I'm reminded of what a critic said of an early Katharine Hepburn performance. "She covers a wide range of human emotions --- everything from A to B." When Energis is factored into revenue models, NN could see upgrades. Later -- Pat