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

To: fumble who wrote (13103)	8/30/1999 3:04:00 PM
From: pat mudge	Read Replies (2) \| Respond to of 18016

Using Excel and the above numbers and assuming the growth continues at those rates, the Internet revenue will equal the Data revenue around the 1st quarter of calendar 2002, and the Voice revenue just beyond the 3rd qtr of 2002. By that time, total revenue will have increased about 230% - all things remaining the same. Can we assume --- with some degree of variance --- that other LD carriers will see similar growth patterns? Are there any figures for ILECs? CLECs? If not, I'm sure there'll be plenty at the NGN conference in November where VoIP is one of the main topics. It will be interesting to compare how the projections have changed from, say, a year ago. Pat