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

To: Ian@SI who wrote (6241)	8/28/1998 1:55:00 PM
From: Peter Moss	Respond to of 18016

> (All I'm suggesting is that by carefully selecting the > start and end points for a comparison, anyone can prove anything >one has already decided is a "fact".) Ian, I agree with you. It is a "random walk" anyway you look at it. Carefully selected data can be used to "prove" whatever you want. Ask any lawyer. Fundamentals (if good) is the only thing you can hold on to and beat the market. NNC Price Book: 1900 32.60 32.95 200 1100 32.50 33.00 1500 2000 32.40 33.25 600 700 32.35 33.35 1000 2000 32.30 33.50 3000 2200 32.25 33.60 1000 1500 32.20 33.75 1200 200 32.05 33.80 900 16600 32.00 33.85 500 11700 31.95 33.95 1100 500 31.80 34.00 4000 400 31.75 34.10 400 800 31.70 34.20 1000 400 31.65 34.25 300 NNC Book by Broker: 39 4200 32.75 32.90 400 79 06 1800 32.60 32.95 200 07 53 100 32.60 33.00 200 02 09 100 32.50 33.00 100 07 44 1000 32.50 33.00 1000 81 63 1000 32.40 33.00 200 90 79 1000 32.40 33.25 100 07 02 700 32.35 33.25 400 39 81 1000 32.30 33.25 100 90 85 1000 32.30 33.35 1000 07 39 2200 32.25 33.50 3000 18 09 1000 32.20 33.60 1000 85 76 500 32.20 33.75 1000 39 07 100 32.05 33.75 200 90 80 100 32.05 33.80 900 90

To: Ian@SI who wrote (6241)	8/28/1998 2:58:00 PM
From: Doug	Read Replies (1) \| Respond to of 18016

Ian: This discussion is far removed from squiggles. There are three distinct features that make a Networking stock tick. It must have great and competitive technology, the Marketing tools and last but not least a Market. As an Investor, concerned about all three aspects the weakest link at the moment is the state of the World markets. You state that you believe that by a number of valuation measures, NN at today's price represents an outstanding opportunity for market outperformance going forward. I would appreciate if you would share with us those valuation measures. Since you understand measures, would it not be appropriate if you could thru the use of percentages and time frames elucidate the extent of the outstanding outperformance you had in mind. Thanks.