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

To: Robert who wrote (11418)	5/11/1999 11:07:00 AM
From: thebeach	Read Replies (1) \| Respond to of 18016

CSCO's numbers will greatly affect the price of NN short term.Management needs more damage control and I don't see where they will get it.

To: Robert who wrote (11418)	5/11/1999 11:23:00 AM
From: Ian@SI	Read Replies (1) \| Respond to of 18016

lutz says 2 quarters from the good stuff...??. No, that's not what he said. After 2 consecutive Qtr over sequential quarter of greater than 35% ATM growth, the "good stuff" is already here. 1 more similar Qtr over Qtr growth will show ATM sales double what they were at the end of last year. 4 more Qtrs of this growth rate will show ATM sales that are greater than the whole company's revenues at the end of last year. ATM is just now being rolled out by the world's largest carriers. NN has a more complete solution (Software and Hardware) than any other supplier. There's no reason to believe the growth rate won't accelerate. There's no reason to believe that it won't last longer than 4 quarters. What Mr Lutz did say was that it might take 2 more quarters to fix the supply line problem. He hoped for 1 quarter but felt more confident in saying 2. The results from last quarter's post mortem will soon be available. I'd expect we'll hear more specific plans during the earnings conference call. Selling a covered call, IMO, is high risk for very little gain. If you want some premium $, a safer play may very well be to sell a naked put, IMO. Ian