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Technology Stocks : Newbridge Networks

NN 13.98

+0.9%

3:59 PM EST

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To: NNThinker who wrote (5662)	7/23/1998 9:03:00 AM
From: zbyslaw owczarczyk	Read Replies (2) of 18016

NNThinker, we know that NN will provide managment platform to BT, which is much more expensive and complicated then access part which most likely went to CSCO.Another beauty with NN platform (which include number of different poducts + 36170) is then you can add lots of features as time goes, this way extent you ravenue.As T.M said ATM backbone is just opener!.So it is prudent to assume that NN contribution is much bigger then CSCO.Also 1.650 bil $ is most likely the low range value of reported contract.BT is not interested to disclose his plans to Global One or others competitors! regards Zbyslaw

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