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

To: Doug who wrote (9608)	2/13/1999 3:22:00 AM
From: pat mudge	Read Replies (3) \| Respond to of 18016

Now that I have explained my reasons for looking into the skeleton cupboard, could you let me know the motives for the Widget Interview and the G1 pre-announcement as you see it.? I'll gladly give my opinions, but first let me say your reasons for looking in the skeleton closet don't hold water. NN preannounced lagging TDM sales would cause it to miss the quarter, the Nasdaq closed down 80+, and someone at WIC Connexus leaked information about a contract falling out and you're wondering why there was a sell-off? There was no need to dig out some lame interview and make it an issue. When a market's in a free-fall almost all companies tank with or without reasons. The "widget interview" came about when Jill Vardy wrote the article and journalists phoned Terry for more information. If you know Terry at all, you know he's quite willing to talk about the company's technology. This time was no different other than the timing was about six months too early. You don't have to look for motives. As for the G1 announcement, delays are not at all unusual with large carrier contracts. It's unfortunate the company hasn't been allowed to make the win public, but to make it a major issue is petty. Incidentally, I've been on the phone a lot today and I wouldn't want to be short going into next week. Pat