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

To: larry pollock who wrote (9404)	2/5/1999 2:22:00 PM
From: zbyslaw owczarczyk	Read Replies (2) \| Respond to of 18016

Larry, what I did is assumed flat margines 58.5% and put the rest of numbers into eq. to get .18 eps. Yes, expenses and tax do not enter into margin cal, but all fo this factors enter into eps calulation. So, I got 0.18 with 58.5% margins! Regards Zbyslaw

To: larry pollock who wrote (9404)	2/5/1999 6:03:00 PM
From: Doug	Respond to of 18016

Larry: Investors buy stock because they are bullish, want to remain in the company of Bulls and are enamored with absolutely anything that helps their bullish cause. The Bears are in the opposite camp. Unfortunately the two are not evenly matched ;Bulls outrun the Bears 10:1. Further, the signal/noise ratio in respect of info. directly pertaining to the price forecast is extremely low. Pure noise such as when we are in Chatter mode is self evident and recognized by most. Unfortunately embedded in that noise spectrum are Technical Noises/details which many people believe are an intrinsic element in the analysis of Financial statements. In reality,the street could not care less which Que sorting Algol is used or whether MPOA is better than MPLS etc or the number of Broadcast storms the Eqpt can handle. Those discussions whlst elegant do not lead to fortunes. The average Investor is only concerned about revenue growth and Income growth. A near perfect example of this would be the Investors in Gillette. There was absolutely no discussion about the technicals of the new ASTRA. All the Investor was concerned was Sales/Revenue/Income ; nothing else. That paid off handsomely. I appreciate your concerns for establishing the growth of revenue and margins for the Industry as a whole and for NN in particular. The current revenue for the Industry as measured by the aggregate of the four Major players on a quarter to quarter basis does not show any spectacular increases as is generally espoused by those who believe the Industry is growing by Leaps and Bounds. Perhaps some one would keep tabs of the actual Sales & Nett Income for all the 4 major players and NN. A plot of that data vrs quarters(Time) would eliminate a lot of chatter.