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Gold/Mining/Energy : Canadian Technology issues

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To: j.ange who wrote (37)	12/14/1995 9:01:00 AM
From: Vartan	of 640

A really good synopsis of the current situation. One company to keep an eye on is Northern Telecom (NT) in ISDN. A much more conservative play than Gandalf (GANDF). For pure return, I would favour GANDF however. NT provides ATM, ISDN, networks, switching products etc. NT signed a deal with NYNEX for ISDN and Software products-valued at $150 mill. over 5 yrs. There are more coming. ISDN is gearing up rapidly. NT just signed a $50 mill deal with Circo Craft in Canada to supply a broad range of advanced printed circuit structures for 1996. Are they used in ISDN products? ADSL will be a ways away. Any comments on Westell? Vartan

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