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Technology Stocks : Newbridge Networks
NN 12.64+3.2%Nov 14 9:30 AM EST
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To: Glenn McDougall who wrote (7469)11/18/1998 9:32:00 PM
From: Ian@SI  Read Replies (1) of 18016
 
Glenn,

I believe that Richard Stone also mentioned that CSCO, in a press release, indicated that the network backbone will be ATM. ... and that IP will just be one of the data streams carried on that ATM pipe.

This struck me as a strong validation of NN's vision. I would expect that other key network equipment providers that have an ATM hole in their product lineup would have to value NN a little higher today than yesterday.

It should be interesting.

Ian.
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