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Technology Stocks : Newbridge Networks

NN 12.73

+1.0%

3:59 PM EST

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To: Ian@SI who wrote (12882)	8/20/1999 3:26:00 PM
From: Tunica Albuginea	Read Replies (1) of 18016

Ian I agree with you that going forward NN will be competing head to head with all the major network vendors, NT,LU,CSCO etc because ATM+IP is the platform for the web and because that will be the major communications platform and because of NN's major emphasis in ATMs. It will essentially be an ATM slugout.Which of the various ATM platforms, and how is it configures. All the other switches will be secondary. The ultimate test will remain the same; and it will be simple: How many blackouts or brown outs have we had lately with system A, B, C, etc et. The best eventually will win, TA

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