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


To: zbyslaw owczarczyk who wrote (10180)3/10/1999 9:05:00 AM
From: Peppe  Read Replies (1) | Respond to of 18016
 
ZO,

I'll comment on the last 3 posts:

On G1: Great win. Solidifies Siemens relationship publicly. Announcement was 3 months late though, making it a little anti-climatic. (When is NN getting a marketing department, anyway ??)

On why CSCO didn't participate in the FR/ATM test: I don't know. Maybe CSCO will make an announcement as to why they didn't. They were certainly conspicuous by their absence.

On CSCO 10Q: As a shareholder for numerous years of CSCO stock, I've noticed that their 10Qs are always very conservative. An unhealthy CSCO, which is THE networking bell-weather, is bad for the whole sector.

Cheers,

Peppe



To: zbyslaw owczarczyk who wrote (10180)3/10/1999 9:06:00 AM
From: Glenn McDougall  Read Replies (2) | Respond to of 18016
 
AT LAST G1!
I wonder how much of G1 is factored into the share price of NN????
Any thoughts ???????

Regards
Glenn