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Technology Stocks : Newbridge Networks

NN 14.21

+1.7%

Nov 28 12:59 PM EST

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To: Doug who wrote (15655)	12/14/1999 12:19:00 AM
From: Tunica Albuginea	Read Replies (3) of 18016

Doug I hear that optoelectronics is the future almost daily from one source or another. To make a long story short though I think we are still in it's infancy. We are not just talking about shipping a gazillion bits of voice-video - data around dark fiber at light speed which many can do now. It appears to me that we also need to send these bits around intelligently to the correct address in the shortest period of time and not just by trail and error at lightning speed because that way sooner or later you'll get bottle necks or crashes. This is where ATM comes in I think, as an intelliget distributor. Which is what Carriers are. ISPs on the other hand are just concerned with the blind shoving of bits down a pipe, which I think is not as dificult. I think it is in the Intelligent distribution of bits world wide that separates ISPs, CLECs from big time Carriers. This is why CSCO has failed there so far. There is much more I think to shipping bits fron Chicago to all capitals of the world without bottle necks and dropped bits etc than meets the eye. I think that is why Europeans have tended to choose NN which better understands this. Europeans have a greater global orientation than the US. CSCO has yet to make a dent world wide. Looks to me like there are lots of little router optical start ups bitting at CSCO's heels. he King may come down soon in that aerea. Juniper has already moved into their space. Who else is This is certainly a simplistic way of looking at things and I am certainly open to opinions from the great minds on this thread, TA

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