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Technology Stocks : Newbridge Networks

NN 13.63

-2.9%

11:34 AM EST

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To: Doug who wrote (14278)	11/3/1999 3:19:00 PM
From: Serge Collins	Read Replies (1) of 18016

Doug: I'm not saying that Newbridge will become another Madge, I'm just saying the potential is there. Look how fast the market for TR disappeared and how that impacted companies like Madge and Olicom as well as others. If ATM makes the big inroads that some are anticipating, then competition will be very aggressive and so will pricing. If ATM does not take off, then Newbridge is a one trick pony without an act. Either way, it is difficult to establish yourself in this cutthroat environment without the diversification of a Nortel, a Lucent, an Alcatel or a Cisco.

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