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

To: Ian@SI who wrote (9429)	2/6/1999 7:07:00 PM
From: mike smith	Respond to of 18016

Paul Kangas' Wall Street Wrap Up Newbridge Networks (NYSE:NN) down 4 1/4. This company says third quarter net income will be about the same as the second quarter. Interstate Johnson Securites downgraded the stock. fast.quote.com

To: Ian@SI who wrote (9429)	2/6/1999 10:53:00 PM
From: nord	Read Replies (1) \| Respond to of 18016

Ian I think we are saying the same thing. I agree that revolution of the technological is based on superior technology, machines, etc. I think NN is at the leading edge of the next wave of revolution of the telco/digital era. As I mentioned they are not laying off employees. Have slowed growth in older technologies and our selling 26 deals at last count ATM bacsed telco infrastructure because it is faster cheaper technologically logs ahead of the legacy cable copper systems. I think much of the layoff in the other co's is in part due to global slowdown, part due to their lack of ATM carrier class product, IMHO , and in part due to the fact that NN is hitting the sweet spot in the buildout with the best technology and now with a complete end to end solution with its partners /3COM for end user connectivity solutions/ siemens for their huge global influence as sellers of telco equipment users of telco equipment and supplier of connectivity to large numbers of people throughout Europe and the emerging nations ie they got the customers. So buy, sell, hold, or shake off any short term perceived bad news [IMO good news re ATM backlog /NN foundry in Europe for MSX] or go short if you have the feeling that this is all just a pipe dreamb[pun intended.] Norden