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

To: zbyslaw owczarczyk who wrote (7318)	11/11/1998 10:04:00 AM
From: pat mudge	Read Replies (1) \| Respond to of 18016

Zbyslaw -- I'm hurrying out the door to yet another session of the AEA financial conference (here in San Diego), but want to post that I've talked to two of NN's chip suppliers --- PMC Sierra and TranSwitch --- and both say ATM sales are booming. One manager even confessed he owns NN stock. Both list NN as among their best customers. Both of the above companies appear to be well-run with great customer lists. And even though they play in the same fields, their strengths are opposite. I think TranSwitch is stronger internationally and leans more towards the large telecom equipment cos. At any rate, I'm always glad to find more proof the industry is in good health. Later -- Pat