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


To: pat mudge who wrote (7515)11/19/1998 3:43:00 PM
From: Asymmetric  Read Replies (1) | Respond to of 18016
 
Should be further gains ahead.

Just wanted to sign on as a shareholder. Stock near $25 1/2
as I write this on volume over 2.2 million shares. Posted below
is trading history of NN from beginning of August. Examination
shows only time we had this kind of volume (last two days),
was back in early August and presaged a pretty nasty dip in
the stock (as in most other Nasdaq stocks). Big volume this
time, as well as big call option buying over last couple of
days presage further gains on upside.

European contract announcement is pretty significant IMHO.
European Union means lots of investment in building/upgrading
telecomm infrastructure over there.

Am holding both stocks & options on this one. Thanks to all
for the great info on this thread, but especially to Pat Mudge.
Hope to contribute in future. Good luck to all.

DATE CLOSING PRICE OPEN HIGH LOW VOLUME
-------- ------------- -------- -------- -------- -----------
11/18/98 23 1/2 22 3/4 23 3/4 22 1/4 1,988,500
11/17/98 21 11/16 21 1/16 22 1/8 20 5/16 825,300
11/16/98 21 1/16 22 3/16 22 5/8 21 462,600
11/13/98 21 15/16 22 1/8 22 1/8 21 9/16 223,900
11/12/98 22 22 3/16 22 1/4 21 15/16 151,600
11/11/98 22 5/16 22 15/16 22 15/16 22 1/8 410,800
11/10/98 22 11/16 22 13/16 22 13/16 22 501,200
11/09/98 23 23 3/16 23 5/16 22 5/8 617,700
11/06/98 23 3/16 22 1/16 23 3/8 22 1/16 1,104,400
11/05/98 22 1/4 21 11/16 22 1/4 21 3/16 516,400
11/04/98 21 7/8 22 1/16 22 3/8 21 5/8 953,800
11/03/98 21 11/16 22 1/16 22 1/16 21 1/2 356,900
11/02/98 22 1/16 20 15/16 22 1/4 20 15/16 987,300
10/30/98 20 1/2 21 3/16 21 1/4 20 1/8 561,400
10/29/98 20 15/16 21 7/16 21 15/16 20 11/16 824,800
10/28/98 21 5/8 20 21 13/16 20 974,700
10/27/98 20 1/16 20 1/16 20 5/16 19 13/16 430,100
10/26/98 19 7/8 19 7/16 20 1/8 19 7/16 432,400
10/23/98 19 7/16 19 19 7/8 19 374,800
10/22/98 19 1/4 18 15/16 19 1/2 18 9/16 365,300
10/21/98 18 7/8 18 7/8 19 3/16 18 3/8 212,300
10/20/98 18 11/16 18 3/8 19 3/16 18 3/8 578,800
10/19/98 18 7/16 17 15/16 18 15/16 17 7/8 493,800
10/16/98 18 1/16 18 5/16 18 3/4 17 1/8 619,900
10/15/98 18 5/16 16 1/16 18 1/2 16 849,200
10/14/98 16 3/16 15 9/16 16 3/8 15 9/16 802,800
10/13/98 15 9/16 15 5/8 15 5/8 15 7/16 503,200
10/12/98 15 5/8 16 16 15 5/8 403,300
10/09/98 15 9/16 15 11/16 15 11/16 15 7/16 1,372,600
10/08/98 15 11/16 16 1/16 16 1/16 15 9/16 1,277,400
10/07/98 16 5/8 16 1/4 16 3/4 16 1/4 1,588,700
10/06/98 16 1/4 16 1/4 16 7/8 15 7/8 792,100
10/05/98 16 1/16 16 11/16 16 11/16 15 13/16 1,143,700
10/02/98 16 11/16 16 1/8 16 7/8 16 1/8 947,000
10/01/98 16 1/8 17 1/16 17 3/8 16 1,519,600
9/30/98 17 15/16 19 1/8 19 7/16 17 7/8 1,547,800
9/29/98 19 1/2 20 1/16 20 1/8 19 1/4 645,200
9/28/98 20 20 3/8 20 9/16 19 7/8 581,900
9/25/98 20 1/8 20 1/8 20 11/16 20 1/16 526,500
9/24/98 20 11/16 21 13/16 21 13/16 20 3/8 640,300
9/23/98 21 15/16 22 3/8 22 7/8 21 7/8 987,500
9/22/98 21 7/8 21 1/4 22 20 7/8 1,079,800
9/21/98 20 5/16 19 7/16 20 5/16 18 7/8 393,800
9/18/98 19 13/16 19 3/4 19 7/8 19 7/16 472,800
9/17/98 19 1/8 20 20 19 1/8 946,400
9/16/98 20 7/16 20 3/4 20 3/4 20 3/16 254,700
9/15/98 20 3/4 20 1/4 20 3/4 20 1/8 637,800
9/14/98 20 1/2 21 1/4 21 7/16 19 13/16 1,156,700
9/11/98 20 1/2 20 1/8 21 19 3/4 970,600
9/10/98 20 1/2 19 3/4 21 3/8 19 3/4 808,100
9/09/98 21 20 11/16 21 3/8 20 3/8 546,800
9/08/98 20 13/16 19 3/4 21 19 3/4 710,100
9/04/98 19 3/8 18 15/16 19 5/8 18 7/8 540,700
9/03/98 18 11/16 18 3/8 19 3/16 18 1/8 564,500
9/02/98 19 18 15/16 19 13/16 18 5/8 720,000
9/01/98 18 15/16 18 9/16 19 1/2 18 1/2 1,325,800
8/31/98 18 9/16 21 21 3/8 18 934,800
8/28/98 21 22 22 20 1/8 578,200
8/27/98 21 9/16 22 1/8 22 9/16 20 3/4 1,321,500
8/26/98 23 7/8 24 3/8 24 3/8 23 3/8 2,361,000
8/25/98 23 5/16 24 1/16 24 7/16 23 1/4 999,000
8/24/98 23 5/8 22 7/8 23 7/8 22 7/8 791,300
8/21/98 22 11/16 23 1/4 23 1/4 22 790,000
8/20/98 23 11/16 22 13/16 24 5/16 22 3/4 1,130,600
8/19/98 22 13/16 23 7/8 23 7/8 22 1/2 645,800
8/18/98 23 3/8 23 1/2 24 5/16 23 5/16 859,800
8/17/98 23 1/2 22 1/4 23 1/2 22 1/4 784,000
8/14/98 22 1/4 23 1/4 23 7/16 22 1,234,100
8/13/98 22 7/8 22 3/8 23 13/16 21 11/16 2,347,900
8/12/98 20 3/4 20 1/2 20 13/16 19 7/8 1,103,100
8/11/98 19 1/4 19 5/8 19 3/4 18 7/8 894,500
8/10/98 20 1/8 19 7/8 20 13/16 19 9/16 828,100
8/07/98 19 3/4 19 3/8 19 13/16 19 1,068,400
8/06/98 19 1/4 19 1/4 19 11/16 19 1/16 668,700
8/05/98 20 20 15/16 20 15/16 18 5/8 1,262,800
8/04/98 20 15/16 22 22 20 13/16 1,492,200
8/03/98 21 1/4 21 1/8 21 5/8 21 1/8 491,700



To: pat mudge who wrote (7515)11/19/1998 3:55:00 PM
From: Serge Collins  Respond to of 18016
 
The actual contract size is important but even more important is the fact that if NN is awarded such a contract, it would be a huge boost to the company's image, and would indicate that Newbridge is at the front of the pack, and not trailing the pack like some would have you believe.

There is a big intangible value to being awarded such a contract. It should put Newbridge on a par with Ascend as far as getting attention from the media and proving its worth as a leading edge company. It could even give Newbridge an edge as a potential takeover candidate vis-a-vis its competitors.



To: pat mudge who wrote (7515)11/19/1998 4:05:00 PM
From: CJS  Read Replies (1) | Respond to of 18016
 
> Has anyone worked out the impact on earnings per share if
> these numbers US 700-750 million contract were factored in ?
>
> I'm going to sound like a broken record, but, please, don't >start assuming NN's
> getting US $700 + million.
>
> Pat

What can I say I've got faith ! <GG>

Regards...



To: pat mudge who wrote (7515)11/19/1998 4:23:00 PM
From: Ian@SI  Read Replies (1) | Respond to of 18016
 
Pat,

As usual, we can always count on you to provide a reasoned and reasonable response. Thanks.

I fully agree that:

1. We shouldn't count on NN getting US$750M or even all CDN$500M.

2. We shouldn't presume that all revenue will come in 1 quarter, calendar or fiscal year.

3. We should be overjoyed with CSCO blessing ATM for the backbone. :-)

4. We should be grateful to all who successfully prayed to their god that NN would get the G1 contract.

Today's one of those days when we can be overjoyed we held onto our NN positions.

Ian.

I'm going to sound like a broken record, but, please, don't start assuming NN's getting US $700 + million.