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Technology Stocks : Newbridge Networks

NN 15.87

+2.5%

Dec 5 9:30 AM EST

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To: fumble who wrote (14829)	11/19/1999 4:09:00 PM
From: zbyslaw owczarczyk	Read Replies (1) of 18016

Delivery of 1.5Mb ADSL to end-user businesses is even more competitive ($90/mo in Chicago) than Quest's T1 offering. Couple the ADSL to an ATM 'cloud' supporting QoS at a reasonable price (more than current Internet pricing, but below Quest) and you will have a nice win-win situation for any carrier or carrier competitor who has the vision to get into this business. Perhaps the Newbridge 50G+ will fuel this arms race. Perhaps this is why so often people in telecom business are saying that 50 and 450 gig will allowed them to have real business case on many issue not available now. Zbyslaw

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