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


To: zbyslaw owczarczyk who wrote (6894)10/7/1998 1:20:00 PM
From: MD Bryant  Read Replies (1) | Respond to of 18016
 
Zbyslaw,

they need to do a bit better than first quarter. Q1 produced .14 per share in earnings.

Subtract that from the .82 consensus for the year, and they need .68 over the next three quarters - or an approximate average of .23 per quarter. There is no doubt in my mind they will meet the consensus with the contracts they are pulling in. (assuming cancellations or deferred orders don't happen)



To: zbyslaw owczarczyk who wrote (6894)10/7/1998 3:19:00 PM
From: pat mudge  Read Replies (1) | Respond to of 18016
 
Zbyslaw --

Great article. I couldn't have said it better myself.

Todays lots of big blocks 30-50k and alreagy over 1mil shares traded.Average est.eps : current .82.With NN quidence regarding gross margin, expences and tax NN need to make only 426 mil each Q (Q1 was 426) to make this number.So even without growth for the reast of the fiscal year thay can make their numbers.Now you see how conservative thay are.That is very good!

Thanks for posting the blocks. I'd heard there was new interest as a result of the Boston investor's conference and this would seem to confirm it.

Pat