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Technology Stocks : Newbridge Networks

NN 11.97

+5.3%

Nov 21 9:30 AM EST

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To: pat mudge who wrote (11061)	5/3/1999 1:33:00 PM
From: Glenn McDougall	Read Replies (1) of 18016

<<This is phenomenal news. Any of those carriers depending on Cisco for core ATM will be looking for someone else.>> Can anyone list the carriers that were depending on Cisco for their core? Did not Ascend say that growth this last Q was in the 2-3% range? Newbridge should report much higher growth than the Ascend range. Market share moving up and now with this news could be in a big way. Would Cisco give the carriers that had intended to use their switch a heads up prior to todays announcement? The next several months are proving to be more interesting than ever. Regards Glenn

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