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

To: pat mudge who wrote (11451)	5/11/1999 4:26:00 PM
From: Doug	Read Replies (1) \| Respond to of 18016

Pat: May I ask why NN should have chosen an Accounting method that places them at a distinct disadvantage every Q vis a vis other Netters. Also, why they do not revert to the norm followed by others if that is the specific cause for their poor showings. As for Explosive growth, we have yet to see it in terms of any sustained revenue and Earnings. No amount of postings/excuses will be an accepted substitute. I would like to know how many Investors disagree with that.

To: pat mudge who wrote (11451)	5/11/1999 4:31:00 PM
From: WTSherman	Read Replies (1) \| Respond to of 18016

<Cisco and Lucent both book sales when their customers receive them, not when the vendor ships< Pat, for internal sales commissions, etc., this may be true. But, I don't think this is true for either LU or CSCO, regarding how they handle billing. For large systems, that are installed by the vendor, the billing may not take place until the installation is complete(some customers insist on this). But, on smaller products, such as much of what CSCO sells, these items are shipped to the customer by common carrier. When this occurs the title passes when the carrier picks up the goods. When that occurs the billing will take place.