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Technology Stocks : Newbridge Networks
NN 14.21+1.7%Nov 28 9:30 AM EST
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To: pat mudge who wrote (8627)12/18/1998 3:05:00 PM
From: MD Bryant  Read Replies (1) of 18016
 
Oh yes indeed.

Large, manageable, scaleable multiservice heterogeneous networks are the key as telecom continues to explode.

I think NN is paring down to complement a Lucent or Siemens, but will likely keep the affiliates where the technology is just starting to roll, and will be big in the future.

Those being A/V, VPN, Satellites, wireless. I think the most important affiliate they have is FASTLANE. Because to manage those large heterogeneous networks, you need an over-arching directory service.

As more and more people move to cable and ADSL, they will want video and audio on demand, and backbone traffic will continue to expand geometrically. It's a propogating mathematical model.

I bet TUNDRA will have the next FOR SALE sign on it.
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