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

To: pat mudge who wrote (13738)	10/19/1999 12:57:00 PM
From: Ian@SI	Read Replies (2) \| Respond to of 18016

Was it ERICY that they sold the affiliate to?? I thought they sold something to a European, either ALA or ERICY about 6 months after the NT Cambrian sale. I guess old age is triumphing over a good memory. Ian.

To: pat mudge who wrote (13738)	10/19/1999 1:37:00 PM
From: larry pollock	Respond to of 18016

An excerpt from yesterday's New York Times 10/18/99: "According to analysts and executives close to SBC, the company plans to spend about $4.5 billion on D.S.L. systems provided mostly by ALCATEL of France and on replacing some copper lines into local networks with fiber-optic systems. The other $1.5 billion will be spent mostly on deploying advanced transmission systems in the core of the company's network, using a technology called asynchronous transfer mode." "providedly mostly," if that is correct, Alcatel seems to be a huge winner in this deal. I certainly hope that Newbridge captures a huge chunk of the $1.5 billion ATM portion. I suspect that Lucent will also be a winner here too.