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Technology Stocks : Newbridge Networks

NN 17.07

+0.2%

Dec 26 9:30 AM EST

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To: Andrew who wrote (2581)	12/13/1997 11:00:00 PM
From: micromike	Read Replies (2) of 18016

This article is a very long read. exchange2000.com The comments I like in the article are as follows -> Meeker: The Internet is driving the growth of the entire infotech industry. Doerr: We were talking about PCs earlier. I wanted to make a point about a larger trend I call TCs, or thin clients, which is profoundly affecting how people are using connected computers. Doerr: Thin clients are network applications that let your PC talk to your server. It means that all you do to make your PC work is use your Web browser. You don't have to install any other software. So instead of having a big hairball of software on a huge PC, people are using the Web browsers as the interface for all kinds of applications. I'd put my daughter's college funds in this trend. But this wonderful TC industry won't really take off until the online world runs a little faster, will it? McNamee: If you go back ten years, there wasn't enough hardware horsepower to run the software applications people were using. Now the thing that there isn't enough of is bandwidth. --- The bottom line is that the bandwidth makers will be making money and Newbridge will be one of them. I still can't understand why the MM are hammering Newbridge but hey it's giving us a nice buying opportunity for those who have some spare cash kicking around. The only problem is that you could run out of money like I have. rah rah rah JMHO Mike

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