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Technology Stocks : Newbridge Networks

NN 15.49

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3:59 PM EST

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To: Doug who wrote (11483)	5/12/1999 11:21:00 AM
From: zbyslaw owczarczyk	Read Replies (1) of 18016

<In 2 yrs time, the Carrier Protocols may change again.> Large carrier, where most of revenue is coming from, are not going to invest bilion of $ to change protocol every two years. Look what has been going on over the last few years. Is every carrier jumping from one protocol to another. They would be out of business very soon, if they would follow such path. What they want is technology, which allow them to migrate from one platform to another,with preventing current investment. They are conservative, and invest in what is working and allow them to go forward smoothly. Zbyslaw

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