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

To: pat mudge who wrote (12682)	8/13/1999 1:22:00 AM
From: Tunica Albuginea	Read Replies (3) \| Respond to of 18016

Pat: my take: ATMs and drugs are the same. Take PFE: there was a big fanfare about Viagra and the antibiotic Trovan. PFE went from 45 to 150. It didn't matter when somebody pointed out to them that the FDA trials are in a limited No of people and they are not foolproof. And that's what happened.Those two drugs where sent out and put under " a real stress test" : on thousands of real people under conditions that had not been previously tested in the rigid clinical trails. So Trovan is now limited because of liver failure, Viagra in folks with heart disease [ that's all the truly impotent, just about :8-)) ] and PFE is back to 90 heading towards 75. Same with ATMs. We now have the real stress test: these switches put under pressure of transmitting gazillion voice/video/data and they can't handle it because they were not tested and built for that. So ultimately the market place will speak. At this rate, I almost hesitate to say this, but I think it's true: if NN finds itself as the only switchmaker with a stress-resistant ATM switch, and ATM becomes the backbone of all the web's traffic, can we talk about NN being at $100+/share ? So MCI/WCOM is down. Who is next? What switches does Sprint, GTE , various Baby Bells, QWST, Frontier on and on, use? Who is next? Brownouts can be death to an e-commerce biz. And guess what: we are all moving to e-commerce at the same time. TA