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

To: Rob Riordan who wrote (11441)	5/11/1999 2:23:00 PM
From: pax	Read Replies (1) \| Respond to of 18016

It is the nature of the beast that if you use cutting edge components you have lots of orders but you get delivery problems. As soon as you get the delivery problems under control, the devices ar no longer cutting edge and nobody wants to buy them. I learned this 20 years ago selling Spectrum analyzers and I am not surprised that it is still true. From the way NN dropped, you would have thought that he got caught shipping empty cardboard boxes to meet the deadline and creditting them the next day. The sun rose this morning and will probably set tonight. Here's to the one day non-event sale. He apologized too...I like that!

To: Rob Riordan who wrote (11441)	5/11/1999 3:34:00 PM
From: Doug	Read Replies (1) \| Respond to of 18016

R.R: We must excel with transmuting words. The first Posts initiated a comment with reference to Products, the reply defended it with "Superior Products" and a following posts went a step further with "Cutting Edge components". Surely LU,NT,ASND,FORE,CSCO and NN must all be using Products,Superior products and Cutting Edge components. Investors are only concerned with the outcome viz Revenue and Earnings growth. The playing field is fairly level and the excuses being made as Company specific are unlikley to be accepted.