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

To: vin kirplani who wrote (5110)	6/12/1998 10:19:00 AM
From: pat mudge	Read Replies (1) \| Respond to of 18016

I have a question for you, do you think that the drop in NN's stock price may have something to do with sales to China? Vin -- Thanks for the kind words. As for China worries, I don't know how big NN's exposure is in that region, but judging from all I've heard, I see growth there in spite of monetary uncertainties. A China devaluation would rock the entire market and not be directed at one company exposed to one region. The numbers for semiconductor capital equipment were lowered yesterday --- pushing back a rebound one to two quarters --- and that's hurting technology across the board. Who makes chips for ATM equipment? Perhaps we should find out what their stats are. Give me some names and I'll take it from there. Later -- Pat