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Technology Stocks : Newbridge Networks
NN 15.87+2.5%Dec 5 9:30 AM EST
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To: gbh who wrote (13759)10/20/1999 10:58:00 AM
From: pat mudge  Read Replies (3) of 18016
 
Thanks for MrFun's comments. You might ask if he's had an update on specific trials in key cities.

At this point NN and LU each have areas where their business is assured and areas where much is up for grabs. Alcatel's a slam-dunk for basic DSLAMs, but this doesn't include advanced solutions like NN's 3dSL. There's also a huge demand for gigabit switching and considering the 50/320 (up to 450) gig is shipping in early December, NN stands a good chance of beating the competition in this space.

As for the stock, the Street's waiting for a good quarter and there are only 11 more days till it officially ends. Once it's in the bag I suspect the Street will breathe a corporate sigh of relief.

Pat

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