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Technology Stocks : Newbridge Networks
NN 15.87+2.5%Dec 5 9:30 AM EST
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To: zbyslaw owczarczyk who wrote (15734)12/14/1999 8:15:00 PM
From: Doug  Read Replies (4) of 18016
 
Z.O: I appreciate your research. I have no doubts that outside the USA, ATM is alive and well.

In the USA , ATM was popular with Carriers and Enterprises that needed speed, reliability and data security. In the last few Quarters, IP has been gaining share some claim at the expense of ATM(NN). It could be due to a number of factors. In brief in the USA the ATM picture is not quite clear. The question raised concerning the U.S mkt are :

a: Existing Sales growth of ATM
b: Forecast growth of ATM switches vrs IP.
c: Forecast ATM switch capacity vrs existing demand.
d: Perceived long term trend for ATM vrs pure IP.

If NN is deciding to go it alone, I would like to know how NN can respond if ATM becomes less popular in the USA.

Thanks.
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