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

To: pat mudge who wrote (6753)	9/30/1998 6:18:00 PM
From: Gary Korn	Read Replies (1) \| Respond to of 18016

I just had a great conversation with NN and based on what I heard, I've put away Beanie Bear's white bag. Pat, Thank you for the positive report, for it helps on a day like this. Perhaps I could borrow the white bag? With today's decline, I show an NN market cap of 2.8x sales (converting to USD). I would think that makes NN a value play compared to, say, ASND, which is at close to 8x sales. Gary Korn

To: pat mudge who wrote (6753)	9/30/1998 11:42:00 PM
From: MD Bryant	Read Replies (1) \| Respond to of 18016

I'm becoming discouraged. My guess is the 'good-news' is what's already been eluded to in the AGM. 1. A new exec VP. 2. They will announce their lead in the ATM market. What they need is yet another, multi-million $$ contract. I don't know what it's gonna take.. boy, it's tough getting out of the dog house.