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

To: pat mudge who wrote (5156)	6/14/1998 2:33:00 AM
From: Sultan	Read Replies (2) \| Respond to of 18016

Pat: Have you, by any chance, figured out what various NN affiliates might be worth. It is easier to calculate CKEYF, but not too sure how you would go about it for others. I am just wondering if they are reflected in NN share price.

To: pat mudge who wrote (5156)	6/15/1998 11:04:00 AM
From: Doug	Read Replies (2) \| Respond to of 18016

Pat: Thx for adding DWDM to NN's growth portfolio. However, I would dispute the projections made for Cambrian. The year 2006 shows total market for Optical access as $2.5b and Cambrian share as $1.5b. (0.67 mkt share). Y2k I can barely comprehend but Y2k+6 is beyond my capacity. I can only say good luck to those who believe every written word emanating from any one with the Title Consultant. This is supposed to be the Information age. What many fail to appreciate is that there is as much of mis-info and dis-info as there is info.! Sorting that out is becoming an Industry by-itself. I hope NN does not prepare its Cash Flow projections using such extracts.