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

To: Doug who wrote (6236)	8/28/1998 12:21:00 PM
From: Peter Moss	Read Replies (1) \| Respond to of 18016

biz.yahoo.com NNC book 13700 32.00 32.45 1000 11700 31.95 32.55 1000 500 31.90 32.60 100 400 31.75 32.75 1500 2000 31.70 32.80 800 1000 31.65 32.85 200 200 31.60 32.95 200 1200 31.55 33.00 2800 7600 31.50 33.05 500 500 31.40 33.25 600 300 31.25 33.50 4500 400 31.20 33.75 1200 100 31.10 33.80 900 600 31.05 33.95 1100 5300 31.00 34.00 3300

To: Doug who wrote (6236)	8/28/1998 12:45:00 PM
From: Ian@SI	Read Replies (1) \| Respond to of 18016

all the spin, hype and excitement about quarterly earnings looks ridiculous. The influence that the global village exerts is far greater than a couple of contracts. Doug, If your investment horizon is 1 week or less, then obviously the above is a true statement. Many of us are long term investors (we have a horizon of 2 weeks, sometimes even 3) and may hold a different view. The LMCS / LMDS wins are the first in the world for this technology. That was, is and will be an outstanding positive factor for NN's technology for at least a couple years, possibly longer. The market has not yet priced the impact of the SBC ATM win into NN's price. Sooner or later, it will. NN now has a "string" of 1 whole quarter in a row of doing what it told the street it would do. (That just happens to be 100% of the quarters with Alan as President). the majority of the world is in deep inflation relative to the U.S. Pardon me! Tell that to the Russians, Indonesians, Japanese, ... I do not think A.G will lower interest rates. I agree with your conclusion. There's excess capacity in the US and World economy. A.G. is unlikely to lower interest rates thus stimulating even more supply. Rather, I would expect him to favour monetary actions which would stimulate consumer demand. rewards may be had if one would also consider the Economies of the Global Village. It's when one considers these macro details, that NN becomes an exceptionally attractive opportunity. What other sector will grow as much as the "Global Village" becomes a reality rather than an illusion. FWIW, Ian.