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

To: Marcus Welby who wrote (7240)	11/4/1998 8:51:00 AM
From: Gary Korn	Read Replies (1) \| Respond to of 18016

I would appreciate if you could elaborate on the "current tough one" heading on the merril report? Mark, 1. I think the positive of Bellace's Merrill report is that he is not expecting anything more than a squeaker. If NN can just make the number (no extra needed), it sounds like he is ready to upgrade. That would offer a big boost to the share price. 2. The company hasn't preannounced yet, which offers some hope for making the squeaker. I'm sure Lutz had his people do everything humanly possible to make numbers. 3. Beyond the quarter, there is the possibility of a sizeable Global One related contract. Another positive element. 4. Yes, it's a gamble. But with the stock price already at just 21, it seems that there is more upside potential than downside risk. I like the odds, particularly with a potential Merrill upgrade in the offing. 5. Greetings from Pat Mudge! She is at a network technology conference in Washington D.C. (Held at a hotel without a business computer center, go figure!) Pat should be back at a computer by Thursday or Friday. Gary Korn