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Technology Stocks : Newbridge Networks

NN 14.21

+1.7%

Nov 28 9:30 AM EST

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To: Doug who wrote (15643)	12/13/1999 7:28:00 PM
From: zbyslaw owczarczyk	Read Replies (1) of 18016

Doug you have listed a,b,c,d. Do you well understand b and c. I am not expert in the filed and do not want to even talk about this. If you have questions about NN as related to b and c you better make sure you understand this well and this is not just another "all IP idea" . There is lots of ideas, some vaild, some just to make IPO. Bay be Fumble will have some unswer. One thing I am convinced that IP over ATM will be huge part of future core networks and NN platform can run with cable and dsl. NN is already extremely well positioned into DSL by proving ,using 350 access switch. not only simply fast access to internet like ALA ADLS but also QoS voice, TV channels(i-Magic TV affiliate involved) and video on demand. This is one of the reasons NN is in Pronto project. ALA DSLAMs can not deliver TV or video and SBC want to do it. Otherwise, ADLS will not be profitable unless they ask for high price. Wireless,everybody is forecasting that LMDS will have enormous growth as a broadband access technology. Here NN is the King. Zbyslaw

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