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


To: gbh who wrote (14290)11/3/1999 7:34:00 PM
From: MikeM54321  Read Replies (1) | Respond to of 18016
 
Re: Newbridge's 40% yr/yr European Growth

Gary,
I listened to the CC again and it was pretty clear that Terence did state that the 40% yr/yr growth in Europe was due to Newbridge's next generation DSL line card for unconditioned copper pairs. And Terence did say NN did get this aspect right for, "whatever reason." I thought that was kind of funny/honest of him to say this.

If you want to take a listen for yourself you can go to:
newbridge.com

Click on the gray box in the upper right corner, then pull the scroll bar on the Real Audio Player to 24:10:00. If you listen for the next 40 seconds, this is when the statement comes out.

IMHO, it was a pretty significant 40 seconds in terms of what is, "here and now," for NN in the current quarters. Something is driving NN Europe and it sure seems to be their DSL product line. It appears to be a good fit for their 36170 Multi-services switch. Wonder if this has a large installed base in Europe?

I'm guessing, because I'm certainly not a NN expert, that this group of products may be what is selling well:
newbridge.com

Thanks,
MikeM(From Florida)