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Technology Stocks : Newbridge Networks
NN 16.41-1.7%Dec 12 9:30 AM EST

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To: Frank Byers who wrote (6172)8/26/1998 10:21:00 AM
From: John Djzuba   of 18016
 
Regarding LMDS : those familiar with LMDS know quite well that it suffers from propagation and deployment problems. Over the last year the North American market focus for LMDS has narrowed and does not so much include the individual home user, but more the small business office, the SOHO , the small building office occupant, etc, that require high speed access in excess of several megabits per second. ADSL and cable modem cannot often provide such rates with bi-directionality.... often ADSL does not have better than 60-80% coverage in many core urban areas due to antiquated cable plant.
Also, do not forget that in most countries of the world, outside North America, wire telephone lines and coax cable plant are either non-existent or of such poor quality so the only option for these countries is to use an RF technology to deliver high speed multipoint data... LMCS will fit the bill in many cases. The ATM technology solutions that Newbridge is pursueing are RF spectrum independent.....so we may see the same technology applied at, for instance, 5.2-5.8 GHz(rather than 28 Ghz where LMDS resides)......my only problem with the Newbridges' high speed wireless solutions is that they are doomed in the long run....gigabit ethernet switching is simpler to implement, is more video and multimedia friendly, and has commonly available interfaces with the PC. It would be nice to see this company develop some Gigabit Ethernet solutions to complement their ATM portfolio.
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