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Technology Stocks : Newbridge Networks

NN 17.08

+0.4%

Jan 23 9:30 AM EST

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To: James Chan who wrote (2126)	9/25/1997 4:30:00 PM
From: Jeffrey L. Henken	of 18016

Yes I posted the two releases dealing with Voice over IP and Frame Relay over at the ASND thread. It's(the technology) not really new but it has yet to be done with anything more than relative success. I read an article on it in the latest BYTE magazine. Not surprisingly Newbridge wasn't even mentioned. Same old same old. The Canadian company is ignored. Anyway I did have some ANET shares which I dumped on this news. Newbridge will eat them for lunch. This is a tremendously big opportunity for the company(ies) that get this right. The telephony cost savings are huge for internet or company intranet phone services. Latency is the biggest problem as I understand it. If anyone has a better understanding of the technology or it's future impact for NN feel free to interject. Regards, Jeff

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