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Technology Stocks : Newbridge Networks

NN 15.87

+2.5%

Dec 5 9:30 AM EST

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To: James Calladine who wrote (14760)	11/19/1999 10:52:00 AM
From: Tunica Albuginea	Read Replies (2) of 18016

James Calladine, don't miss the forest for the trees; here it is; I'll give it to you very simply, in the immortal words of Pearse: " With the 50/450 we will LEAPFROG the competition ". Key word here Calladine, very simply is , " Leapfrog ", as in " to jump over somebody ", and " leave him in the dust rubbing his eyes ", wondering, " what happened? ". We already know what LU/ASND ATMs do to a network. We beta tested that downtown Chicago: we had a one week blackout. Don't tell me you are waiting for another beta test? LU's recent ATM gains were with the smaller CLECs who go from one corner gas station to the other . ASND is not going to hook up New York to Berlin or Tokyo. Forget it. We know about CSCO's ATM/Stratacom: It has been shelved: Finito; capisc? So, a word to the wise is what one analyst said: "If NN joins a larger provider we will murder ASND. Key word here : " Murder". So there are two words that you 'll need to decide Calladine, just two: Leapfrogging and Murdering courtesy of NN TA

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