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Technology Stocks : Newbridge Networks

NN 16.25

+0.8%

10:55 AM EST

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To: Glenn McDougall who wrote (3332)	2/25/1998 8:56:00 AM
From: Tunica Albuginea	of 18016

Glen, I agree with you: I don't buy Csco " dominating the networking business ( of the telcos ) either. NN is the leading telco networker and got there after many years of R&D. Telcos take a long time to choose a supplier and then they stick with him. The internet networkers ala Csco,Ascend are not in tune with telcos and NN has probably about a 2 year lead on them; same with Lucent.NN is now going to build one product, ATMs, and will build it better than somebody (CSCO ) wanting to be everything to all people.( last time MSFT tried to do that in the office bus they failed and decided to buy out specialist Intuit; that later was not approved by the FTC/Justice.The telcos have to gear up in a hurry now for the worldwide Internet/telephone explosion and deliver big bandwidth===>NN. They are in competition with the cable companies, even utilities are getting into this; locals v. longdistance. Ultimately technology will drive their choices and NN has it. An announcement by AT&T will take NN up 8 points in one day; that could come anytime; we don't know; at worst AT&T will choose many providers and I suspect NN will be one of them. TA

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