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Technology Stocks : Newbridge Networks
NN 12.73+1.0%3:59 PM EST
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To: zbyslaw owczarczyk who wrote (6809)10/6/1998 5:05:00 PM
From: Doug  Read Replies (1) of 18016
 
Z.O: NN's sales in the States is closely tied to how the Services will develop. It may soon be practical for the Carriers IXC's to develop huge multimedia VPN's and large standard Switches. Once they achieve this, they could either using a CLEC's or franchise an NSP to pick up the last Mile and Enterprise traffic.

This will enable use of large standard Edge switches and Net Mgmt software at each NSP.

Ofcourse the ILEC/RBOC could do the same; but they have not. Do you envisage the same existing structure 3-5 yrs out or do you see the IXC's dominating using VPN technology or else what.?
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