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Technology Stocks : Newbridge Networks

NN 16.12

+1.6%

Dec 8 3:59 PM EST

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To: Bradley W. Price who wrote (4003)	4/3/1998 8:59:00 PM
From: Doug	of 18016

Bradley: Many thanks for that clip re: Cost benefit analysis IP(Voice) vrs PSTN. The results were amazing. The promoters of IP are doing their best to increase traffic. Only last week, I saw an article about LAN's for a family residence and DIY Kits for such Networks. They certainly are trying but the Consumer seems to be in no rush. ATM growth is directly linked to that of traffic which in turn is linked to unit cost. For a large increase of traffic, we need a dramatic decrease in first time and Operational unit cost. Those last mile Constraints are still formidable.

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