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

To: pat mudge who wrote (5863)	8/5/1998 2:00:00 PM
From: Peppe	Read Replies (1) \| Respond to of 18016

Hi Pat, As usual, an excellent job. I listened to the call as well and the tone seemed quite bullish, despite ASIA. I do have to disagree with you on one point, however. On the switch vs router question, Chambers said the split was 40 % routers, 40 % switches and 17% services. (The rest would come from internet appliances, I'm assuming). Also of note was a question on Statacom business, which usually is not answer. However Chambers stated 50% y/y growth for Stratacom products, which is also excellent. (How does that compare to NN,s ATM growth?) All in all, a very bullish cc and another split for CSCO shareholders. Very good news for all networkers to see the industry leader doing so well. So Pat, are buying into CSCO yet <vbg> Cheers, Peppe