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Technology Stocks : Newbridge Networks

NN 11.97

+5.4%

Nov 21 3:59 PM EST

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To: zbyslaw owczarczyk who wrote (8919)	1/9/1999 12:54:00 PM
From: pat mudge	Read Replies (2) of 18016

Zbyslaw -- The followiing article could be considered the Broadband Magna Carta: mckinseyquarterly.com . . .Second, broadband involves a big shift in technology that will undermine the advantage held by narrowband incumbents. Multiple technologies are vying to deliver broadband content over the “last mile” to consumers' homes. No matter which technologies succeed — wireless, cable TV, or traditional telephone lines — they will need a new infrastructure, starting with new equipment at both the consumer premise and the upstream end. In addition, new server technology will have to be deployed to deliver the richer content that will be feasible once the bandwidth bottleneck has been broken. All these new investments serve to level the playing field between current narrowband leaders like AOL and new entrants using broadband technology. . . . Imagine an investment that benefits no matter which broadband technology is deployed. Pat

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