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

To: Phillip Bucchi who wrote (13903)	10/26/1999 2:31:00 PM
From: pat mudge	Read Replies (1) \| Respond to of 18016

Philip -- So good to see you here! I'll take your questions one by one: 1. Is NN a buy or a sell here based on fundamentals. Technicals look terrible!! The technicals are terrible due to massive selling by Fidelity. When they started, they owned 10% of the company. They should be close to done. 2. SBC told a person(A DPUC Commissioner) I know that you still need multiple telephone numbers in order to use ADSL and access telephones, faxes and internet services at the same time. I thought splitter technology took care of the differentiation on one line. Clearly commissioners aren't the sharpest knives in the drawer. With one line you can have ADSL, fax, voice, and video --- four separate services. Splitters are needed for full aDSL but aren't for G.Lite. What is accurate and does it depend on the implementation, for example, Aware versus Westell versus Orckit I believe all of the above are implementing similar solutions, everything from G.Lite to full 6 meg ADSL. They all offer multiple services on one line. By the way, How would you play ADSL since it is finally coming to fruition. I own TXN, ORCT, and WSTL. ORCT is in a patent dispute with LU, so I'd be more comfortable with TXN. I haven't followed WSTL, so can't comment. The purest play is Efficient Networks. EFNT. Great company. Great management team. Also do you know anything about fiberchannel? I own EMLX, QLGC and am thinking about adding ANCR and ZOOX. Are there any others that I should be looking at? I owned ANCR way back in the "olden days." Sold at 42 before the big crash. Missed the recent rise. I now own ZOOX but only b/c I get IPOs in tinsy-tiny bits and seldom even find out what they are. :)) As far as playing the Internet revolution, you can hardly go wrong with fiber optics. The leaders have already gone up pretty far so I can't say if this is a time to add. SDLI reports after the close today and JDSU on Thursday. NN will be a screaming buy once Fido is done, the quarter comes in and analysts start recanting. (That's Latin for eating crow.:)) Cheers! Pat

To: Phillip Bucchi who wrote (13903)	10/26/1999 3:25:00 PM
From: fumble	Read Replies (1) \| Respond to of 18016

SBC told a person(A DPUC Commissioner) I know that you still need multiple telephone numbers in order to use ADSL and access telephones, faxes and internet services at the same time. I thought splitter technology took care of the differentiation on one line. For a phone, you need a phone number, for fax, you can do it with another phone number, or send/receive via an internet fax service. Internet services do not need a phone number. With the proper 'set top box', phone(s) and internet would connect to ADSL box using separate plugs. With a splitter, phone line is split off of incoming line so set top box handles Internet+ on same phone line, but uses frequency range above the normal phone frequencies (0-3000hz)