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

To: Win-Lose-Draw who wrote (11230)	5/6/1999 3:47:00 PM
From: Doug	Read Replies (2) \| Respond to of 18016

All: During the week , many of the articles on NN highlighted some of the reasons it had tanked. These included a:Quality of Mgmt/Sales forecasting. b: Pressure by its Buyers for lower prices leading to Back end loading. c:Poor E.R.P/ Supply Chain Mgmt. One of the more important points now clearly expressed by Net Architects and other experts herein is NN's dependency on a single source for its ASICS's. If they are correct, it will mean that if there is any disruption, accidental or otherwise at the Suppliers plant , NN would have little chance of survival and its sales would plummet. Further since NN is helpless and there is no alternate source these Suppliers are in a superb monopoly to raise prices at Contract renewal time. If they are correct, this could be another excuse.!