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Technology Stocks : Newbridge Networks
NN 15.87+2.5%Dec 5 9:30 AM EST
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To: zbyslaw owczarczyk who wrote (15109)11/25/1999 1:28:00 PM
From: Doug   of 18016
 
Z.O: The carriers have to amortize their Investment over 5-10 years.

They cannot afford to throw money at Silicon when they know that an all Optical solution is within reach and has already been proofed in field testing.

I will agree that any CLEC's with dark fibre will opt to use
proven existing technology because it will generate immediate revenue.

As for new investments, I feel they may evaluate their technology options more carefully.
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