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To: Serge Collins who wrote (10298)3/15/1999 11:57:00 AM
From: pat mudge  Read Replies (1) | Respond to of 18016
 
If NN has been delivering product under the Global One contract for three months now (as reported in the Globe & Mail), why is it that the last quarter was so poor? This contract is suppose to deliver good margins and yet it did nothing for the bottom line. Either they have serious problems elsewhere that are difficult to mask, or this contract's importance is being exaggerated.

I've not seen any numbers listed for G1 revs last quarter, but I do know they weren't listed in the top three: SBC, Siemens, C&W --- so your premise doesn't hold up. Yes, they shipped to G1, but not enough to overcome the TDM slow-down. On the other hand, the sales will be showing up this quarter which I've heard is tracking well.

Pat




To: Serge Collins who wrote (10298)3/15/1999 1:19:00 PM
From: Frank Edwards  Respond to of 18016
 
It was noted in the CC that component supply shortages were responsible for NN not being able to ship all the product which was booked. It was also noted that they would have made their numbers on the back of ATM shipments regardless of the TDM problems but for these supply problems.

Frank Edwards


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