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

To: pat mudge who wrote (5912)	8/11/1998 12:23:00 AM
From: marvin friedman	Read Replies (1) \| Respond to of 18016

Ultimately the medium is going to be fibre and two way video into every business/household if the telecoms have their way. The telecoms will NOT put in cable and ATT/TCI might be a relic.

To: pat mudge who wrote (5912)	8/11/1998 7:53:00 AM
From: Peter Moss	Read Replies (1) \| Respond to of 18016

>Sure is quiet on SI lately. I remember as a kid counting the days >till school started. >So much better than the endless days of summer. Most people sit on the sidelines not sure whether it is time to cheer or bitch about NN stock price. It is easy to bitch about co. when the stock is at 52 week low. This is a good co. with good sales, equity, debt ratios. Yesterday, one analyst from "Caldwell" recommended it on "cityTV" (Toronto) as an alternative to "banks and financials". He said NN is a solid co. with a good management and it will perform well in this bear market. Anyone can buy overhyped, overvalued stock and eventually make some money when the stock goes even higher. Not so in the bear market... You need to find value stocks to be able outperform the bear market.

To: pat mudge who wrote (5912)	8/11/1998 9:12:00 AM
From: j g cordes	Read Replies (1) \| Respond to of 18016

Regardless of current contracts.. NN will respond to Asian and European market weaknesses. The news out of Japan, whose sentiment I can summarize with the following quote "''The conditions ahead of us are harsh. I think we will have to cope with a lot of hardships before attaining a recovery,'' Economic Planning Agency (EPA) Minister Taichi Sakaiya told a news conference. In its monthly report, the EPA depicted an economy that was still limping at low levels. ''Final demand is weak due to cautious sentiment among households and businesses. This effect is also spilling over to production and employment. In short, the economy is in an exceedingly severe condition led by a prolonged slump,'' it said." This points out to me an entrenched pessimism in the current administration. Jim