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Technology Stocks : Newbridge Networks

NN 13.85

+6.9%

Nov 25 3:59 PM EST

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To: Doug who wrote (3552)	3/6/1998 12:43:00 PM
From: Bradley W. Price	Read Replies (3) of 18016

Two of the best posts I have read thus far on this industry, besides what my friend Pat has provided! :) Message 3593565 Message 3623097 My take: 1) I concur with the posters on this thread that PC demand drives network demand. 2) I think the traditional telcos are going to be EXTREMELY reluctant to go with anything but a proven backbone solution. Ask Pat about ADSL if you need further evidence of this fact. These companies are very conservative, and understand that they can provide nothing less than a guaranteed dial-tone. NN/COMS has that solution. 3) I don't believe an all-IP solution will provide the necessary reliability for at least a decade. IMO, of course. bp

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