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Technology Stocks : Newbridge Networks

NN 12.64

-0.7%

12:16 PM EST

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To: zbyslaw owczarczyk who wrote (15234)	12/1/1999 11:26:00 AM
From: Tunica Albuginea	Read Replies (1) of 18016

ZO: Re:" Carrier space( and I am not talking about ISP who will be loosing money for long time and I do not know for how long investors will support they stocks)have different requirements.They are not taking equipment which does not meet criteria, what is typical in LAN space. Ship first, then worry about problems." I think that the time when ISPs Ship first, then worry about problems later may also become a thing of the past. I think unfailing dependability of connections has been. will be , the golden standard of the future. You can sideline the standard for a little while, when the technology is new, when you are trying different things. But not for long. Soon e-commerce will become International, with very tight margins of profit and fierce competition. At that point terms like " reliability " and " dependability " will become the norm again. The edge then will go to the telco that weave and mash the LAN/WAN seamlessly with the greatest stability. Only a truly R&D co IMHO will be able to do this: NN + ?????

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