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Technology Stocks : Newbridge Networks

NN 15.87

+2.5%

Dec 5 3:59 PM EST

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To: Hagar who wrote (13785)	10/21/1999 3:42:00 PM
From: pat mudge	Read Replies (2) of 18016

I'm not sure about Paradyne, but GlobeSpan now does both CAP and DMT. (I just checked with AMTX/TXN this morning.) LU also signed a deal with AWRE but I'm told this is a temporary strategy. Big fight in standards body re: VDSL. Very complicated. Sides forming. TI/ALA on one side, BRCM/LU on the other. Issue isn't DMT/CAP as much as TDM/FTM. Wow, I'm getting in over my head here. Incidentally, the GTE DSL problems are most likely tied to Orckit. Pat

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