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Technology Stocks : Newbridge Networks

NN 14.54

+2.7%

3:59 PM EST

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To: zbyslaw owczarczyk who wrote (11841)	6/11/1999 12:03:00 AM
From: pat mudge	Read Replies (2) of 18016

Zbyslaw --- Somewhere today --- either a press release or in an article picked up at the show --- I read Lucent is going after Sprint's ATM business. I'll find and post later. Right now I'm stuck in "flight-backed-up" hell and don't have my papers handy. Incidentally, I spoke with one analyst who follows NN and she said she calculates NN's ATM growth at 60% annually and industry growth at 50%. The beauty of NN's product line-up is the way their last-mile solutions fit their over-all strategy in a way no other vendor's do. LMDS, cable, DSL, broadcast TV --- they have it all. Have you read the DMDS pages yet? Pat

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