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Technology Stocks : Newbridge Networks

NN 16.12

+1.6%

Dec 8 3:59 PM EST

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To: Peppe who wrote (15682)	12/14/1999 2:07:00 PM
From: zbyslaw owczarczyk	Read Replies (1) of 18016

Peppe, on 3dSL front and LMDS too 350 access switch will be the biggest seller (customer premise). On 36170, would you prefer NN to have separate switch for ATM and FR, separate switch for CE (like ASND 250), separate ATM switch for LMDS, separate switch for IP/ATM etc.......... Sure, then everybody would call how many great products NN have. But you are absolutely missing the point. The reason why big telcos love NN is that provides all features I have mentioned on one single platform For big guy who can afford bigger investment up front it is money saving solution going forward. Not necessarily for small guys who are only thinking at least right now how to survive and give the biggest speed no matter what QoS. 36170(12.8) was to expensive for most emargiong carrier. Hovewer, with time they too need QoS, make money and not count on public money (stock price, manage they networks. Have you seen emarging carrier being comon VPN providers to large corporations? with all IP networks. Even recently GM decided to use NN's platform via ATT solutions to build IP network based on ATM. Not pure IP. biz.yahoo.com Zbyslaw

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