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Technology Stocks : Newbridge Networks

NN 14.04

-1.2%

3:59 PM EST

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To: pat mudge who wrote (13900)	10/26/1999 12:13:00 PM
From: Phillip Bucchi	Read Replies (2) of 18016

Pat: Haven't been on this board since the Amati takeover. I have 2 questions that I hope you can help me with. 1. Is NN a buy or a sell here based on fundamentals. Technicals look terrible!! 2. SBC told a person(A DPUC Commissioner) I know that you still need multiple telephone numbers in order to use ADSL and access telephones, faxes and internet services at the same time. I thought splitter technology took care of the differentiation on one line. What is accurate and does it depend on the implementation, for example, Aware versus Westell versus Orckit? By the way, How would you play ADSL since it is finally coming to fruition. I own TXN, ORCT, and WSTL. Also do you know anything about fiberchannel? I own EMLX, QLGC and am thinking about adding ANCR and ZOOX. Are there any others that I should be looking at? Phil

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