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

To: gbh who wrote (12915)	8/23/1999 2:24:00 PM
From: pat mudge	Respond to of 18016

IMO, right now, it takes 25Gb/s to play in the core of the major carriers. And these guys will be looking for 50 to 100 over the next 12-24 months. This should position NN well, should they deliver on time. I've heard the co's holding close to their target, with no more than a few week's slippage. In conversation with a friend at a carrier doing beta tests, I understand this is expected and not a problem. This guy actually has money in an intra-office "switch delivery pool" he's so confident of delivery. Pat