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Technology Stocks : Newbridge Networks
NN 11.36-9.3%Nov 20 3:59 PM EST
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To: pat mudge who wrote (6762)10/1/1998 11:13:00 AM
From: Doug  Read Replies (1) of 18016
 
Pat: Thx for the note regarding management of VPN's. The growth rate projections in TELCOM for the next 3 yrs is highest at the ISP and Enterprise level and many will incorporate VOIP once the QOS problem is universally solved. Meanwhile the list of Jargon and Standards will increase.

In view of that, there is going to be an ever increasing requirement for Smart Switches that can swap protocols and route at faster speeds.

In light of NT's growth prediction, NN's 33% growth increase of revenue out to 2004 appears high. Perhaps you could let us know the reasons for the difference in growth predictions.

Thanks.
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