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


To: j g cordes who wrote (6054)8/21/1998 12:45:00 AM
From: mariner  Read Replies (1) | Respond to of 18016
 
The issue is not pride, nor some analyst conspiracy. The issue is NNs poor track record. They have disappointed too often over the years and are paying the price now. IMO it will take a couple of quarters beating estimates on revenue growth to bring the analysts back onside. There's a reason companies like CSCO are so well loved by the market. They don't promise what they can't deliver, and they always beat the estimates by a consistent margin.

I would love to buy back into NN. Mr. Lutz seems to be on the right track. But I simply don't share your's or Ian's confidence yet. Good luck, I hope they come back.