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

To: Peppe who wrote (10027)	3/5/1999 11:27:00 AM
From: Ian@SI	Respond to of 18016

Peppe, Next time I decide to razz you, I'll avoid puns on your name. ;-) After all, I wouldn't want to be accused of sending you back to your childhood. All of us appreciate that NN hasn't been consistent from quarter to quarter. Its year over year track record has generally been sterling. Perhaps myopic analysts are more at fault than the company. Perhaps not. That's open to individual opinion. We all know that NN is going through the transition from TDM to ATM. We all know, or should know that these transitions generally take a couple years before hitting the rapid up slope of the typical S-Curve product cycle. That rapid growth phase began last quarter. It's continuing this quarter. i.e. - I believe a direct statement from Alan Lutz which is based upon his timely and insider knowledge. I choose not to accept the uninformed opinion of Peppe, who feels that his RRSP has been unfairly damaged because he didn't do a good job of timing his entry / exit into / from NN. MHO, looking at the past, and predicting what ATM will do for the immediate future, is that NN is a very good RRSP candidate. I could be wrong. After all, there has to be a first time for everything. :-) No hard feelings. Ian.