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

To: zbyslaw owczarczyk who wrote (9217)	1/29/1999 12:34:00 PM
From: MD Bryant	Read Replies (1) \| Respond to of 18016

Hey Zbyslaw, As you know, I'm not an NN momentum player (as Roman may or may not be), but the one thing that does concern me about NN is their ability to provide guidance on TDM revenues from Quarter to Quarter. I think you will find most analysts concur, if you've ever listened in on the conference calls. Because of the fluctuations in TDM revenues from Quarter to Quarter, one miss-fire, and a quarter can be easily missed. Likewise, a quarter can be blown away on the exact opposite effect. Everyone : I don't think I'd want to label a missed quarter with the word 'tradition'.. Mark.