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Technology Stocks : Newbridge Networks
NN 11.97+5.3%Nov 21 9:30 AM EST

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To: pat mudge who wrote (7109)10/23/1998 6:11:00 PM
From: Bill  Read Replies (1) of 18016
 
<<The only feed-back I heard on the announced products was surprise from Pairgain's president on the 36177. He started to say the 36170 was not a good solution for some enterprise and ISP spaces when I asked if he'd seen the 177. He hadn't even heard it was out. I suggested he go check it out. :)>>

No surprise there. As a long term PAIR investor, I can state that their market intelligence is very weak. Senior managment seems only to have visibility to the line encoding vendors. They were broadsided by Netspeed (CSCO) at USW and lost the entire xDSL business.
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