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Technology Stocks : Newbridge Networks
NN 13.85+6.9%3:59 PM EST
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To: gbh who wrote (14120)10/31/1999 12:27:00 PM
From: pat mudge  Read Replies (1) of 18016
 
OT OT OT

ECI's contract with DT isn't the issue. Shipping DMT product without licensing from TI is. You might want to check your sources to see if DT is installing the products in question. Last I heard they weren't.

On a different issue that could impact NN positively, I spoke with the CEO of a DSL company at the H&Q conference and was told the Joint Procurement Consortium contract that was awarded to ALA in 1996 is about to expire. This will open up competition at both ends: CPE and CO. I was told carriers want multiple vendors.

Pat
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