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Technology Stocks : Newbridge Networks

NN 13.98

+0.9%

Nov 26 3:59 PM EST

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To: pat mudge who wrote (8856)	1/7/1999 7:29:00 AM
From: nord	Read Replies (1) of 18016

Pat As you might guess, I've been trying to account for NN's strength. I believe there are several possibilities. Increased understanding of the strength of NN's ATM products versus ASND's, specifically in circuit emulation over ATM. I think the stock is strong because people are beginning to realize that NN has overcome its missteps of the past. The new business and street saavy brought By Alan Lutz and the growing awareness by the street that NN's ATM products/solutions are [IMO] the best in the market. I fully expect the company to grow its earnings strongly as the broadband rollout continues any telco upgrade legacy systems in order to compete for business in the digital era of communications. The Morse code gave way to the phone the phone will give way to the convergence of tv and the net. The ability to carry large volume of date, video and voip will be a prerequisite for those wishing to compete in the new millennium Regards Norden

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