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

To: zbyslaw owczarczyk who wrote (9405)	2/5/1999 2:33:00 PM
From: H. Wai	Read Replies (1) \| Respond to of 18016

What is the percentage of revenue ATM is generating for NN? How much EPS do you expect NN to report next quarter? Do you think TDM revenue will continue to be down next quarter so that they may not be able to meet estimate next quarter? Thanks, H.Wai

To: zbyslaw owczarczyk who wrote (9405)	2/5/1999 2:56:00 PM
From: Peppe	Read Replies (2) \| Respond to of 18016

I am truly impressed with the spinning going on today. Whether it be a financial break-out of SG@A numbers or if an interpretation of ATM vs TDM sales, Latin American conditions, biased analysts who hate Newbridge, number of acquired customers over the quarter; WOW !! The longs are drinking the kool-aid that Lutz is serving !! The reality is that NN missed their quarter again. They have a point product vs complete network solutions being offered by Lucent, Nortel and Cisco. They promissed wins in LMDS and at G1 last quarter that did not materialize (yet). They are extremely vulnerable to any further bad news, even though they are holding up quite well today. Their credibility is hanging on a thread and investing in NN is very risky right now. I'd put my money in some of those internet plays instead. All AMZN has to prove is that they're losing less money than expected !! Cheers, Peppe