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

To: Doug who wrote (6912)	10/8/1998 1:38:00 PM
From: MD Bryant	Read Replies (2) \| Respond to of 18016

Doug, a report issued in 97 is based on 96 numbers, likewise, a report issued in 98 will be based on 97 numbers. Issuing a report based on a year, issued in the same year is not feasible, because the year hasn't ended -- This isn't arguable. Hence NN posted press on the most accurate quantifiable information available, done by THIRD PARTY RESEARCH. My analysis indicates what they need to do in terms of revenue to make the quarter. It would be impossible for anyone to break it down with the exception of the accounting department in NN. We can easily conclude the new revenue is being made up from contract wins that they are supplying, and constant revenue is flowing from long-term contracts. I HAVE included TAXES in my analysis, it is broken off already from the 1.8 MM per .01 per share they need. And yes, I am relying on the SG&A expense reductions, taking AL's comments at face value from the last CC. If this is accomplished, any additional revenue beyond what I projected (IMHO) will result in beating estimates. I guess we will both know on or around 3rd week of November. By the way, telecom infrastructure isn't a people resource, it's a technological resource, so your comparison with healthcare, which relies on humans isn't the greatest analogy.