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

To: Doug who wrote (14060)	10/29/1999 1:17:00 AM
From: pat mudge	Read Replies (2) \| Respond to of 18016

Economic consequence on the Investor regarding Broadband Oversupply". There is plenty of bandwidth the same way there is plenty of water in the Columbia --- or Fraser or Colorado or Snake --- but what good is it to those needing electricity to run their pumps and lights and factories? The fact that there's so much bandwidth and so many wanting to access it is one of the best arguments for investing in Newbridge anyone could make. A few comments from today's telecom conference: * fiber optics will grow at 100% CAGR for the next ten years * All-optical networks are years away. . . photons don't communicate (Ciena). . . end user equipment can't control photos. . . need electronics. . . (Cerent). * revenues from data are now catching voice (Rhythms) * DSL customers moving 3-year plans up to two * In Japan DoCoMo signed up 1 million Internet users in six months; will have 10 million in 1 1/2 years. * Nortel: we're headed towards a wireless Internet --- every device connected. * Rhythms (DSL integrator) has gone from serving 200 COs to 1000 in one year. * Next year DSL will pass cable * Hardware makers who design for ClECs are wrong --- must design for large networks. Customer will need more --- must be able to support products. * Customer satisfaction is critical --- quality of service and network availability are life and death issues. * QoS, network management, value added applications all huge issues. All critical for carriers and service providers. * DSL, cable and fixed wireless in the last mile. * Enterprises moving to outsourcing. Carriers provide VPNs. Security has been big issue. Many solutions. Exodus is an early mover. * And the nearly incessant mantra: QoS, QoS, QoS, Qos. . . . Pat