Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: micromike who wrote (9435)	2/6/1999 11:56:00 PM
From: zbyslaw owczarczyk	Respond to of 18016

Mike , I advice you to listen to replay of CC. The No. was posted earlier. Zbysslaw

To: micromike who wrote (9435)	2/7/1999 1:00:00 PM
From: Ian@SI	Read Replies (1) \| Respond to of 18016

Mike, This was dealt with at length by AL during the conference call. Are you: 1. just trying to get that part of the conference call documented here? 2. showing your outstanding ability to form completely erroneous conclusions without first gathering any facts? 3. unable to understand simple English in conference calls? Couple hints. NN uses JIT or a JIT-like manufacturing process. 1 or more ASIC suppliers were unable to ramp up chip supply to accommodate the burst in orders that arrived near the end of the quarter. Strategic inventory is being established to prevent this situation from recurring. Cost is not material while it provides substantial manufacturing flexibility. Listen to the conference call for details. Ian