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


To: nick cash who wrote (5710)7/24/1998 5:47:00 PM
From: Rhys Roberts  Read Replies (1) | Respond to of 18016
 
Iwouldn't read into it much Lutz has to start being seen to run things. I also heard TM is out of the country meeting customers in Europe. This would be in keeping with persona OF TM he's the salesman Lutz is going to take over operations.

Rhys



To: nick cash who wrote (5710)7/24/1998 6:01:00 PM
From: Mir  Respond to of 18016
 
AT&T: network upgrades & tango with BT

While surfing, in couple other threads I saw
news on AT&T upgrades to their Data Network
(TCG's Network) and CNBC announcement of
AT&T and BT alliance (probably BT Concert services
being offered through AT&T).

NN is a player in AT&T and BT networks.
Let's see what pans out. People with
some extra cash can place their bets
and wait to see the result!!!

CSCO will be in running for any upgrade contracts
as well!!!

Mir



To: nick cash who wrote (5710)7/24/1998 6:40:00 PM
From: Doug  Read Replies (1) | Respond to of 18016
 
nick: Thanks for briefing us on the forthcoming CC with the Analyst. I will agree that logically we should see the up leg of this double bottom.

I am sure with your previous trading acumen, you could hop aboard before we open the throttle full.

Thanks once again.!



To: nick cash who wrote (5710)7/25/1998 1:20:00 AM
From: NNThinker  Respond to of 18016
 
I assume this is to present Lutz's 100-day plan that we've been hearing so much about.

Are these conf calls with analysts common? If it's only to talk about vision, goals and org changes, couldn't they wait until the quarterly report in 3 weeks time?

In your opinion, if this call has anything to do with the upcoming 1st quarter results, would it be to soften the analysts for a lacklustre quarter or to hype up a really good quarter?



To: nick cash who wrote (5710)7/25/1998 2:01:00 PM
From: William E Hodal  Respond to of 18016
 
Nick, I am very glad to see you here and monitoring your Newbridge position. Your analysis has always been the best, your opinions are highly regarded by me and I am looking forward to your "take."

Bill



To: nick cash who wrote (5710)7/27/1998 5:39:00 PM
From: NNThinker  Read Replies (2) | Respond to of 18016
 
Nick,

Given the tremendous negativity on NN currently, until the earnings come out in mid-August, can anything that Lutz says in this conf call do anything to boost the stocks up in the short-term, or will it be...show me the beef in August? Thanks.