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

To: nord who wrote (9641)	2/14/1999 11:54:00 AM
From: Doug	Read Replies (2) \| Respond to of 18016

Nord: True, each ones vision is different. However,in the final analysis, thanks to earnings announcements all those visions finally collapse into a reality. Since that reality is based on numbers and not a qualitative description of the Firms capabilities, it may help to focus on Numbers instead of words. As per the article quoted, the ATM market is projected to be $6.7b by yr 2001 vis 2 yrs from now.This means that the ATM revenue will be $1.7b/quarter. Lets see how that will impact the industry. The existing players and their revenues/quarter are as follows. a:New LU----$8.0b b:NT--------$5.8b c:CSCO------$2.6b d:NN--------$0.4b a:,b:,&c: are projecting 15% growth and their earnings show they have consistently delivered. Player d: has a chequered scorecard. Based on these facts, the following questions are pertinent to the projected $1.7b/quarter for year 2001. a: Will this be divided proportionately to past revenues.? b:Is it more likely that $0.2b will accrue to NN (25% growth); will any technology gap close/open for NN with time. c: Is NN's share more likely to be less than $0.10b. Perhaps those closer to the Industry, may like to respond.