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

To: Robert who wrote (11430)	5/11/1999 12:52:00 PM
From: zbyslaw owczarczyk	Respond to of 18016

<If you can't deliver product, THAT's a problem you don't want to have. Customers will eventually look elsewhere.> Customer who is changing his original quote in the last minute can not expect very timely delivery. In fact most of them got porducts last week( several days later). Customer wants specific products. NN is not selling ordinary PCs. If delay takes many weeks on permanent basis, then customrs most likely would consider what you suggested, but not with few days delay. They knew what they were doing , waiting for the last months of the Q with final order. Zbyslaw

To: Robert who wrote (11430)	5/11/1999 1:51:00 PM
From: Bruce Evans	Respond to of 18016

Looking at the charts, anyone can see it that anyone who has made good money in NN in the last three years has done so by getting in and out at opportune times. But, I don't think it will help you to analyze the company to look back, because the money and effort wasted (as it turned out) trying to succeed in the enterprise space with VIVID and UB were huge mistakes with equally huge effects on the company as a whole. If you think they were stupid mistakes, then clearly, you aren't going to like Terry and the rest of management. In my opinion, getting into the enterprise end of things was logical, but they threw good money after bad for too long after things weren't working out.

To: Robert who wrote (11430)	5/11/1999 1:53:00 PM
From: Ian@SI	Read Replies (1) \| Respond to of 18016

RR, If you can't deliver product, THAT's a problem you don't want to have. Wrong! The most important thing to customers is to deliver the product when THEY want it. Only Wall Street cares whether it's the last week of a quarter or the first week of the next quarter. To date, NN's customers haven't complained about delivery slots. So none of these are likely to start looking elsewhere due to delivery schedules. In fact, it's probable that the customers are gaming the system, knowing that they can get best prices by waiting until 3 days before the quarter closes. If that turns out to be the case, then NN could simply reduce the maximum discount available from list about 2 weeks before the quarter end. Presto, 1 quarter later, the "Wall Street" problem is fixed. Customers would quickly learn that placing orders that can be delivered in the quarter entered would give them the maximum discount. In any case, Mr Lutz will implement solutions based upon facts. On this thread, there's too much idle speculation (including the last 3 sentences of this post). FWIW, Ian.