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Technology Stocks : Newbridge Networks

NN 16.77

+2.5%

Dec 10 3:59 PM EST

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To: Frank A. Coluccio who wrote (13096)	8/30/1999 3:50:00 AM
From: pat mudge	Read Replies (1) of 18016

frank -- You're absolutely right about Cisco, and part of their problem with Sprint --- if not their entire problem --- is the fact they've not changed to an IP/ATM focus sooner. After the MCI/WCOM failures it's hard to imagine anyone promoting an all-IP network. At least at the carrier level. NN shareholders have a lot to look forward to over the next few weeks. The two acquisitions are just the beginning. We should be getting the 50/320 launch and hopefully customer names to substantiate the products and services. In the second CC Alan mentioned they were shipping products in the TeraBridge 4000 line and I would imagine we'll get names there, too. Not to mention DMDS sales that I've heard are strong. Just thinking out loud --- based on Alan's comments about news coming between now and the AGM. Now, I'd better get some sleep. . . Pat

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