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

To: pat mudge who wrote (11701)6/2/1999 10:52:00 AM
From: zbyslaw owczarczyk  Read Replies (2) | Respond to of 18016
 
Few words about margins.
Many watchers do not like margins going lower, but do not realized
that it is profit not margins that counts.
Margins are going lower b/c broadband access, which revenue is increasing, has about 50%margins compare to 60-62% in IP and core ATM.
On the other hand lower margins access products has only 30% expenses compare to 40-42% in IP or ATM core.
The bottom line- profit is the same for all products groups-20%.
Also access part will bring more revenue, which positively effect the
NN's EPS.

Zbyslaw



To: pat mudge who wrote (11701)6/2/1999 10:52:00 AM
From: Robert  Read Replies (3) | Respond to of 18016
 
"Anyone bailing now will have endured the worst only to deny his or herself the gains inherent now that the company's turned itself around."

This statement is misleading as the company has not demonstrated that it has turned itself around. Although they have identified problems in the supply chain side, they haven't solved them yet. Some people are skeptical and are taking a wait and see attitude. Let's stick to the facts.......R


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