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

To: Peppe who wrote (6511)	9/15/1998 11:49:00 AM
From: zbyslaw owczarczyk	Read Replies (1) \| Respond to of 18016

Peppe, CSCO-Bosch Telecom, NT lost LMCS contracts to NN and now CSCO is making moves to catch up in wireless space.Most likely more to come. CSCO CEO on last cc said that managment ploatform in ATM is the key, and CSCO would like to have the ATM platform capable to manage several thousand of nodes per domain within year and tenths of thousand within two year. NN is now selling the platform which manage 30-50 k to BT,C&W,SBC and others.Is this in your poinion bias toward NN to. Are telcos so naive?.Many times you have mentioned that in the near future CSCO will have switches which will destroy NN. Guess, who was SBC No2 choice? Regards Zbyslaw

To: Peppe who wrote (6511)	9/15/1998 1:24:00 PM
From: Doug	Respond to of 18016

Peppe:NN reached its high in Nov 97. Since then we have had near 4200 posts mostly euphoric about NN's Mgmt, Technology Sales and Income. Unfortunately, I see no correlation between the price and the messages on this board. I believe the market is clearly indicating that hope and hype must be substituted with facts about cash flow . If not, parabolic valuations will be duly changed to linear ones as rightly happened to CIEN. NN is currently in a rectangular pattern basing mode and may only break out if there is a change in the earnings and revenue growth .