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

To: Serge Collins who wrote (6489)	9/14/1998 3:48:00 PM
From: pat mudge	Read Replies (1) \| Respond to of 18016

Serge -- I agree with Zbyslaw and know for a fact two major institutions are seriously considering backing NN and the large blocks going off over the last few days could be theirs. Of course, there's no way to know for certain. One other fact has been brought to my attention: when companies claim to be ATM leaders they often factor frame relay into their numbers. NN doesn't and remains the industry leader. This fact won't be lost on institutions once they put muscle behind the company. IMO. Pat

To: Serge Collins who wrote (6489)	9/14/1998 4:16:00 PM
From: Doug	Read Replies (1) \| Respond to of 18016

S.C: NT and ALA are both down as they digest their acquisitions. The expectations of large write-offs and down-sizing are the principal causes. TLAB and CIEN have both been slammed and rightly so because of their inability to grow revenue commensurate with their PEG. These stocks now have a PEG lower than NN and even look attractive on fundamentals. Strangely , Money managers are still not rushing to provide a support. In view of the reduced PEG, other Networking Stocks especially ones with a volatile earnings history have been listless and trending down in a market that has been up near 200pts.