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Technology Stocks : Newbridge Networks
NN 16.18+2.0%3:46 PM EST

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To: Peppe who wrote (15676)12/14/1999 1:47:00 PM
From: zbyslaw owczarczyk  Read Replies (2) of 18016
 
NN has the 36170
And in your opinion which sure add to quality of this thread NN does not have DSL gear. And of course 3dSL( TV, Video over copper) does not exist in your opinion and Kingstom Comm.(150 million pounds as reported by Bloomberg) and SBC decision to use it in Pronto project is only
error in the press. BTW, I have not seen mighty CSCO in Pronto Project at all, not mention as a MAJOR vendor.
Also NN's LMDS solution, at which you have been laughing at least by mid of 1999, including famous WIC case, has been scoring big way.
Of course the licenses has been just awarded, specially in Europe, so nobody expected big revenue until now.
BTW, b/c in Europe cable industry accounts for only 25% of TV distributions,LMDS and 3dSL(TV) will be the hottest.

You have to separate technology and management execution.
If someone will aquire NN, it will look what can be done with technology and customer base.

Zbyslaw
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