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Technology Stocks : Newbridge Networks

NN 14.04

-1.2%

Dec 1 3:59 PM EST

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To: t.o.d who wrote (16948)	2/10/2000 3:11:00 PM
From: zbyslaw owczarczyk	Read Replies (3) of 18016

Honestly,at this point I am going to keep major portion of my shares. ALA is undervalue, and with its 50% of worldwide market shares in ADLS and NN's 3dsl + ATM they will dominate this space. For example, they would absolutely dominate 6 billion pronto project. NN's ATM sales will go out of roof when ALA push .With NN's dominate position in LMDS space(65 trials and 18 wins) and ALA 30 trials they will do extremely well in fixed wireless too. ALA several billon $ in cash will help get agresively into alternate carrier space, which in addition to technology requires good amount of cash for vendor financing. Just my opinion Zbyslaw

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