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

To: pat mudge who wrote (10008)	3/4/1999 4:58:00 PM
From: Rob Riordan	Read Replies (1) \| Respond to of 18016

Pat - I just listened to a Merrill Lynch conference call from this morning with Alan Lutz. Lutz said the speculation that the Siemens alliance was in tatters was "rubbish". Rob

To: pat mudge who wrote (10008)	3/4/1999 8:49:00 PM
From: Doug	Read Replies (1) \| Respond to of 18016

Pat: A doubling of Revenue in 3 yrs commencing from 1998 is not likely to show itself as a spike function in 2001. NN can only double its revenue by the following methods. a: Pooling of assets with a similar Company. (No gain to the shareholders) b: Internal growth which at best can be 20%/yr for a large Company. c: Cash buy out of a similar sized Company. (No gain to the shareholders; nor has NN the cash or cash flow for that size of debt) Option b; is the one which enhances shareholder value. If this is the preferred option, then that objective needs to be translated into definite quarterly goals. The story of revenue all in $ thousands is as follows. ----------98---------99 July-----434.-------426 Oct.-----432.-------456 Jan.-----358.-------451 April.---395.------ ??? If that growth was even linear there should be a 33% rise in Revenue for 99 vis a vis 98. These are the facts and no amount of hype can change that. I am sure this will trigger the usual litany of excuses followed by the ATM gospel song by a well known Choir. Investors have listened to that mantra for a long time. They are now in search of hard cash viz REVENUE & EARNINGS. Regards.