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

To: Ian@SI who wrote (9057)	1/15/1999 10:45:00 AM
From: Chris	Read Replies (1) \| Respond to of 18016

"Re: Insiders often don't know as much about the company's stock price prospects as they think they do. And lower level employees seldom have a good picture of the short or long term future for the whole company. In my experience, that's what leads to incorrect conclusions being taken as gospel by the novices." Thanks for your insight Ian. He does pass on a LOT of shop floor dialogue, and it hasn't helped either of us predict share price direction. Your comment seems to be right on.

To: Ian@SI who wrote (9057)	1/15/1999 11:15:00 AM
From: pat mudge	Read Replies (1) \| Respond to of 18016

IMO, NN is a young and growing company, well positioned in the most rapidly growing business sector (I still have a tough time calling the Internuts a business sector) with a desirable and market share leading set of products. Again, IMO, 2 things will drive above market growth for NN. 1.The bandwidth revolution that's sweeping the world. 2.Their Leading Edge set of products for the niches in which they compete. Having Lutz and a professional Sales team certainly doesn't hurt their prospects. Rather it is just now starting to allow NN to show its true potential. I couldn't agree more. TM predicted the growth of ATM long before his competitors, he prepared for it, and obviously wasn't willing to sell out too early too low. You can only do that when you know what cards you're holdinig. pat