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

To: nick cash who wrote (11749)	6/3/1999 8:52:00 AM
From: Ian@SI	Read Replies (1) \| Respond to of 18016

nick, You left out the conference call statement that ATM WAN sequential growth would continue in the double digits. So even is one assumes (incorrectly, IMO) that Sales will remain supply-line constrained and grow only at 16%, ATM WAN will have doubled by 4Q. This further ignores the statement from Alan that IP is "growing rapidly". Did you get the impression that perhaps, NN is setting up guidance such that it will handily beat estimates starting in 2Q of FYOO? Ian.