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

To: fumble who wrote (9331)	2/4/1999 7:02:00 PM
From: nick cash	Read Replies (1) \| Respond to of 18016

fyi-conf call replay #: An instant replay of the call will be available for 72 hours. To access the instant replay within North America please dial 800-625-5288; international callers please dial 303-804-1855 passcode 501852. ....nick

To: fumble who wrote (9331)	2/4/1999 7:21:00 PM
From: Peppe	Read Replies (1) \| Respond to of 18016

Fumble, This quarter's results from Newbridge is a perfect illustration of the risk associated with owning their stock. Their dependance on TDM revenue is still very strong, yet this is a very unpredictable revenue stream for them. This is a company in transition and I think the street will punish them tomorrow for it. Despite the fabulous growth potential, Newbridge has yet to demonstrate that they can completeley make up for revenue short falls from TDM. This may still be a few quarters away. Remember, Newbridge has disspointed before and it took a long time to rebuild the confidence they had recently achieved. Should be a good buying opportunity tomorrow. I'm back in if we see the teens. Cheers, Peppe