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Technology Stocks : Newbridge Networks

NN 12.96

+8.3%

Nov 24 3:59 PM EST

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To: gbh who wrote (14122)	10/31/1999 11:51:00 PM
From: pat mudge	Read Replies (2) of 18016

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. I know my sources and you know I know my sources. AND they're involved on a day by day basis. If ECI is shipping ADSL/DMT ANSI-compliant products, their customers are in violation of TI's patents. 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. As I understand it, NN's solution does away with the need for a dSLAM. newbridge.com Diagram: newbridge.com And a look at what Kingston Communications is doing: kingston-comms.com ALA's ADSL is currently being installed with NN's ATM. However, if SBC decides to install the 350, ALA's DSLAM won't be needed. Pat

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