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Technology Stocks : Newbridge Networks
NN 15.87+2.5%Dec 5 9:30 AM EST
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To: Greg Wai who wrote (8788)1/2/1999 10:48:00 AM
From: zbyslaw owczarczyk   of 18016
 
Greg,as you know at the beginig of 1998 CSCO made announcment that they were going to replace 36170.Since that time, no single 36170 was replaced!, NN is still is geting few milions per quarter from US West.Clearly it is not big $ but still I think NN is very well positioned to take good portion of this upgrade.

Zbyslaw

P.S.
I was told that few, if any, CSCO switches were instaled in US West sine the announcment was made.Remember CSCO lost receantly SBC Comm.(august) compiting with NN!
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