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

To: zbyslaw owczarczyk who wrote (6528)	9/15/1998 4:40:00 PM
From: Doug	Respond to of 18016

Z.O: You have a good point regarding Investment needed to combine Voice and data. The Capital may be available. However,in a deteriorating Economic climate, cash flow both for the TELCO's and the Subscriber will shrink. The fear of that is currently showing up in the TELCOM sector . The market is responding by cutting share prices. I would agree that the changes to Packet communication is inevitable but I do differ in as much as I do not see any rush to spend if there is a global slow down.

To: zbyslaw owczarczyk who wrote (6528)	9/15/1998 4:40:00 PM
From: RDH	Respond to of 18016

I have been eyeing NN as an investment opportunity, but frankly it seems overpriced and since there are many other beaten down stocks that hold better value, I can see no good reason to enter a position. I am partly basing this on analyst earnings expectations. To me $20 a share is to high of a price to pay for future earnings of $1.00 (for a year), when the projected growth rate after that is less than sky high. Can someone build a case for investing in NN. I just cannot see it, and am concerned that this stock can drop further. - RDH.