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

To: Doug who wrote (6770)	10/1/1998 2:53:00 PM
From: pat mudge	Read Replies (1) \| Respond to of 18016

In light of NT's growth prediction, NN's 33% growth increase of revenue out to 2004 appears high. Perhaps you could let us know the reasons for the difference in growth predictions. I wouldn't know other than to take an educated guess. Being focused on ATM, the growth rates for NN would parallel those more than a company that has a wider spectrum of products. Newbridge is a pure play on the technology and NT isn't. I recall Pat Weber, TXN's former EVP, saying they were growing so fast and moving into new sectors so quickly, they felt as though they were a start-up and not an established company. I get the same feeling with NN. The best of both worlds: the maturity of an established company and the excitement and hyper-growth of a start-up. Of course in this market none of this seems to matter. When the sentiment changes, it'll be a buyer's market. Pat