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Technology Stocks : Newbridge Networks

NN 13.60

+4.9%

2:41 PM EST

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To: pat mudge who wrote (14121)	10/31/1999 1:54:00 PM
From: gbh	Read Replies (1) of 18016

You might want to check your sources to see if DT is installing the products in question. Last I heard they weren't. Pat, please. They are taking delivery, paying, and buying more. Do I really have to "check my sources"? Also, Rubner discussed in the CC, another "major European carrier" win should be announced in the near future. I would suggest you check your sources. 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. Does NN even have a DSLAM offering? I thought they just were offering DSL connectivity into some of their switches. A far different market than ALA, ECIL, and other DSLAM vendors are targeting. Gary

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