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 11.36-9.3%3:59 PM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Bron-y-aur who wrote (6884)10/7/1998 10:27:00 AM
From: Doug  Read Replies (2) of 18016
 
samg: If one makes an unemotional analysis of the postings herein, one will observe that these Analysts have made very good calls as subsequently proven by the Market.On evidence,their track record has been excellent when compared to many predictions made for 98 by many others.

The Telecom Industry has 3 main sectors with different growth patterns all multimedia based.

a:Carrier
b:Carrier Access
c:LAN/VLAN.

The fastest growth now is in b) and C). NN will therefore have limited capability vrs the other big players with overall capability.

Sure at the carrier end, ATM will dominate. However, below that,lots of opportunity exists for Switching,Protocol Conversion,Speed buffering,Compression and Security Technology since these have excellent growth potential.

Does any one know of any Current forecast for the Telcom/Networking Industry under broad sub-heads as above.?

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