Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: pat mudge who wrote (8856)	1/6/1999 11:10:00 AM
From: Dennis R. Duke	Read Replies (1) \| Respond to of 18016

NN is getting slamed this morning with profit taking from yesterday's good run-up. Real Time is down $1 1/8th. A G1 announcement rightnow would be very pretty!!! But we wait..... Later, (-8 Dennis 8-)

To: pat mudge who wrote (8856)	1/6/1999 11:18:00 AM
From: zbyslaw owczarczyk	Read Replies (1) \| Respond to of 18016

Pat, based on today action, I think NN has risen on the wave of the general telecom equipment strenght and a little on the DOD.If this is a case, then I am smiling because the real value is not recognizes yet, what make NN still substanially undervalue compare to others telecom. equipment companys. Look on the traditional Street favorite stocks:CSCO, LU, NT, COMS all are much higher, when NN volume seems to leveled off after initial few big blocks. It is OK with me.I am patient. Regards Zbyslaw

To: pat mudge who wrote (8856)	1/7/1999 7:29:00 AM
From: nord	Read Replies (1) \| Respond to of 18016

Pat As you might guess, I've been trying to account for NN's strength. I believe there are several possibilities. Increased understanding of the strength of NN's ATM products versus ASND's, specifically in circuit emulation over ATM. I think the stock is strong because people are beginning to realize that NN has overcome its missteps of the past. The new business and street saavy brought By Alan Lutz and the growing awareness by the street that NN's ATM products/solutions are [IMO] the best in the market. I fully expect the company to grow its earnings strongly as the broadband rollout continues any telco upgrade legacy systems in order to compete for business in the digital era of communications. The Morse code gave way to the phone the phone will give way to the convergence of tv and the net. The ability to carry large volume of date, video and voip will be a prerequisite for those wishing to compete in the new millennium Regards Norden