SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Newbridge Networks
NN 12.96+8.3%3:59 PM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: j g cordes who wrote (3410)2/27/1998 12:55:00 PM
From: Tunica Albuginea  Read Replies (1) of 18016
 
jgcordes, from the two articles posted by Rhys Roberts #3406, you can see the lead that NN and TM have with the European Telecoms and world telcos; they know their specs. Europe especially (but also the rest of the world) is now catching fire with the Internet explosion. They are hot in 1998 - 1999. In the rest of the world you don't have the entrepreneurial spirit that exists in the USA. You are not going to have the USA type of entrepneurial Internet Providers that you have here. Thus all over the world, Internet access will remain IMO in the realm of big Telecoms, (Deutsche, France, BT, World Com, Nippon TT, etc etc ) ALL big NN customers. They will be buying big and big contracts will be announced in the summer. The time to buy NN is now; (like in the semiconductors: you buy them 6- 9 months ahead). I don't think we'll have to wait 6-9 months though for NN. NN with ATM is now near
the boiling point that TM had envisioned 4-7 years ago; the rest of the world is just catching up with him.

All IMO.

TA
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext