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

To: Glenn McDougall who wrote (11653)	6/1/1999 12:33:00 PM
From: Serge Collins	Respond to of 18016

The company has a lot of explaining to do, but the focus seems almost exclusively on systems, backlog, orders not being filled etc., when it should also be on margins. You can bet that analysts will be interested in systems and why the company failed to deliver their orders in a timely fashion, but they will not be duped into ignoring one of the basic essentials -- MARGINS. Margins have been discussed on this thread in the past, and there was some talk that ATM is not generating the sort of margin that many think it is. Stay tuned.