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Technology Stocks : Newbridge Networks

NN 16.41

-1.8%

3:59 PM EST

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To: Peppe who wrote (15676)	12/14/1999 2:15:00 PM
From: Tunica Albuginea	Read Replies (1) of 18016

Peppe, in medicine there is a saying: " first do no harm ". That is a doctor should not treat if the treatment is worse than the disease. You are saying that LU,CSCO,NT " have built gadgets Carriers will need ". Well the Carriers are doing just fine right now; healthy; money rolling out of their pockets in buckets. Before they buy a cure ( the new gadgets ) the question is: Will they black out? Like CSCO/AT&T in 1997 Like LU/ASND Chicago 9/1999 Like CSCO ION , TELIA & The Manhattan project with Sprint. and if so, how much will that cost in PR like the black face MCI and LU got in Chicago which is likely one cause why their stocks are lagging. So IMHO Carriers don't have to buy anything rightaway. We got time to test. And with so many gadgets sold by so many comapnies we are not going to see a 100 yard dash sppeeds here on this, TA

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