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

To: Peppe who wrote (8643)	12/20/1998 9:27:00 PM
From: MD Bryant	Read Replies (1) \| Respond to of 18016

Peppe, If it was November 15th as indicated, then that would be NN's current quarter, and revenue would likely be realized at the point of install. Based on your 'guesstimate' that's about $25,000,000. MD

To: Peppe who wrote (8643)	12/20/1998 11:46:00 PM
From: Ian@SI	Respond to of 18016

Peppe, I believe the current quarter includes Nov - Jan. I don't know whether NN recognizes revenue when product is shipped or after customer accepts. I don't know the dates for either of those events. I doubt that ATM cards to establish a Cross Canada Network would be a one time event. Rather, I would suspect that its merely a foundation which will see rapid growth during the next few years. If I were forced to guess, I'd guess the revenue is more likely to be realized this rather than last quarter. Ian.