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Technology Stocks : Newbridge Networks

NN 15.87

+2.5%

Dec 5 9:30 AM EST

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To: Hugbo who wrote (8689)	12/22/1998 9:20:00 PM
From: pat mudge	Read Replies (2) of 18016

COMS making all the news services tonight. Reuters, DJ, WSJ, and so on. Could be a good day for networkers tomorrow. Here's a URL several sent me today definitely worth bookmarking: mckinseyquarterly.com One quote: As the future shape of the telecom and data-networking equipment industry starts to emerge, it is becoming clear that only a handful of equipment makers will have the global reach and technology scale to succeed. This article looks at the battles that will be fought in three key segments: the premise, the core network, and the “edge.” It predicts that the winners will be those able to build a compelling product platform from which to influence the deployment of functionality or “intelligence” in the network. When the rush of the season's over, I plan to read the articles start to finish. Pat

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