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

To: nick cash who wrote (9361)	2/5/1999 12:33:00 AM
From: Ian@SI	Read Replies (1) \| Respond to of 18016

Nick, their fiscal year ends in april. Correct, and FY2000 starts in May. Estimates have not been lowered for FY2000. If my earlier message was ambiguous, then the reference to Earnings for 2000 could have been more explicitly stated as "Earnings fro FY2000 remain unchanged thus resulting in a higher growth rate for FY2000 compared with FY1999". Not that it matters much. Completely agree that the Lan and TDM stuff is not the reason to buy NN. Recently, the TDM stuff has been a pleasant surprise until this quarter. The growth in ATM has been far in excess of any estimate or even the most unreasonable expectation. I still believe that Alan Lutz has been most successful in the transition of NN from a company with great technology to a company with great technology and a great, focused sales force. The next year will be very interesting for all, bulls and bears alike. Ian.