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

To: Ian@SI who wrote (6483)	9/14/1998 11:29:00 AM
From: zbyslaw owczarczyk	Read Replies (4) \| Respond to of 18016

Ian, I expect few significant contracts by the end of next week, and a new guidence from NN to analyst.After last CC we know that TDM will grow in 1999 compare to 1998.Just few moths ago analysts expected decline app.5%.The new wireless access technology over ATM was not included in the guidence given in june cc.McLellen as usually was wrong (see his statment before the last cc).NN said thay will play some game in short time regarding wireless ATM because thay are in process of contracts talks.Booking in WAN ATM as well in TDM very strong.Many telecoms in South America(TDM customers) are in hands of US and european companys, so hard cash is not a problem.Privetization of brazilian telco reduced TDM ordering only for short time(thay wanted to have clean books before going public).In general current estimete for 1999 and 2000 did not change recenly despite all good news, what may indicate that NN is in accumulation period by institutions. Regards Zbyslaw