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

To: pat mudge who wrote (13774)	10/20/1999 9:41:00 PM
From: gbh	Read Replies (1) \| Respond to of 18016

Looks as though LU's OEMing their ADSL solutions from EFNT. This has to affect their margins. Would they be likely to eat the difference and make it up in some other part of the network? Pat, I'm not too familiar with the EFNT product line, but a quick look at their website shows they only supply CPE. LU doesn't focus here at all, except perhaps with some DSL favors of the old ASND Pipeline products, perhaps. But even this would be be "high end" CPE. I'd guess that LU would compatibility test the EFNT CPE with its own DSLAM and "DSL outfitted" switches, and use this as their total carrier solution. I have ADSL though Bellsouth. I know they use an all Alcatel offering. Alcatel DSLAMs and Alcatel 1000 CPE DSL modems. The point is, a DSL CPE modem is not like an analog modem at this point in time. Bellsouth supplies the modem, which they guarantee to work with their DSLAMs. I'm sure LU, and all other DSL equipment providers are doing the same thing. Gary

To: pat mudge who wrote (13774)	10/20/1999 10:16:00 PM
From: zbyslaw owczarczyk	Read Replies (1) \| Respond to of 18016

Britain's largest service provider, has introduced a Multi-Service Platform (MSP) to support its existing and new IP and data services. The total MSP project investment of œ450 million over five years puts BT at the forefront of meeting its United Kingdom customers' needs in the Internet age. newbridge.com