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Technology Stocks : Newbridge Networks

NN 12.96

+8.3%

3:59 PM EST

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To: nord who wrote (9669)	2/15/1999 7:50:00 AM
From: Doug	Read Replies (1) of 18016

Nord: Those charts are most interesting and help in understanding the reasons for where we are. A free market like the stock market depends on excesses. If there was a genuine shortage of high speed capacity, it would show itself up as follows: a: Higher ISP/NSP rates b: Higher premiums paid by CLEC's to the ILEC for Fibre vrs Copper. c: Higher cost for Fibre strands & Installation. On the contrary because of excess capacity there is a continous reduction of prices. Also the amount of dark Fibre has increased. These excesses were created in the hope of massive increases in Video/VOIP traffic.That increase in traffic has not yet been realized. Currently there is a time gap between the actuals/predicted volumes. With time that ratio will improve. How much is the exixting gap and how long it will take to close the gap, I do not know.? I am however certain that such issues do affect Market forecasts and should be considered in the pie Equation. A frank discussion helps to make the complexity of that equation more intelligible to the small Investor. Thx for that help.

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