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

To: Frank Ferrari who wrote (7697)	11/24/1998 5:49:00 PM
From: vinod Khurana	Read Replies (1) \| Respond to of 18016

I see NNC approaching $47 - $58 over next three months. To early to sell at this level. I would recommend accumulating the stock for the rise up. That one article in the Florida newspaper discussing how cheap NNC was on a valuation basis (not to mention the low C$$) gives hope that this stock is in for a rally.

To: Frank Ferrari who wrote (7697)	11/24/1998 8:01:00 PM
From: Doug	Respond to of 18016

Frank: ATM earnings growth is about 24%; less than that for TDM. For better valuations we need a higher figure.

To: Frank Ferrari who wrote (7697)	11/24/1998 9:54:00 PM
From: pat mudge	Read Replies (3) \| Respond to of 18016

The results demonstrated a solid impovement. The conference call will be the key to tomorrows price action. I agree entirely, and based on meeting earnings, solid growth in WAN/packet, and Alan's determination to keep expectations under control, I think the analyst community should be pleased. Two things to keep in mind: 1) Q2 is the toughest because of long holiday in Europe and Canada, and 2) comparisons going forward will be favorable because of UBNet-related losses last year. China Post tomorrow and Global One first week of December. And, who knows, maybe some kind words from analysts along the way. Sounds good to me. Pat