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

To: Michael F. Donadio who wrote (13353)	9/16/1999 9:34:00 PM
From: zbyslaw owczarczyk	Read Replies (1) \| Respond to of 18016

Michael,There is a lot that goes into the equation for success. Technology is only a part. To deny CSCO it place in the sun I do not understand. I agree with you on this. NN in the past did not do well on his own request. Past administration,TDM, Aisa,average marketing at best etc. I had only reservation about CSCO vision,I mean when technology is going, and what telcos and customer will need. By any comparision NN is doing much better in carrier space then CSCO, despite poor execution in the past ( before Alan came). Trying to sell Porsche(36170) to poor emarging carrier with almost no sales force in this space was not the best idea. The same with trying to do everything inthe house. Look what was CSCO plan in carier space one or two years ago, and what is now. Look at NN and you get the clue. The next 12 months will decide the course for NN. Zbyslaw