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Technology Stocks : Newbridge Networks -- Ignore unavailable to you. Want to Upgrade?

To: pat mudge who wrote (12583)	8/8/1999 1:00:00 PM
From: Ian@SI	Read Replies (1) \| Respond to of 18016

Pat, The 100th switch for BT doesn't sound like much. Am I missing something. I thought that BCE used somewhere between 250 and 350 switches in extending its ATM network to the west coast. ... and the sum total of the population in Manitoba, Saskatchewan, Alberta and BC probably doesn't come to more than about 7M people. I would have thought that Britain being an order of magnitude larger, would require many more switches. Are they future orders? ... or is the compact geography of Britain permitting greater efficiency in switch use? All of the above? Something else? Puzzled, Ian

To: pat mudge who wrote (12583)	8/8/1999 11:16:00 PM
From: jeff greene	Read Replies (1) \| Respond to of 18016

Pat -- With all the volatility, it forced me to review some fundamentals as well. 1. Yankee Group says we have the largest market share in ATM with 26% of a 1.7billion core switch market, projected to grow at compound annual growth rate of 50%. Service switches also growing at compound annual growth of 32%. 2. At current share price we are inside of a 25 PE on 2000 earnings. 3. Alan, all to familiar with his expectations, confident of over 1.00/share earnings this year, and I believe hinted at possible 50% revenue growth for 2000 during Q3 conference call. 4. Affiliates, LMDS progress, Stanford Telco, Terabridge... how do you place a value on all that? This was a healthy exercise, please correct me if anything is inaccurate. Jeff