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

To: zbyslaw owczarczyk who wrote (15234)	12/1/1999 11:06:00 AM
From: Tunica Albuginea	Respond to of 18016

Well Zo " carriers are outsourcing LAN to telcos who then put Crisco routers in"; fine. Soon however I think that whoever buys NN may be able to offer a more complete and integrated LAN/WAN package than Crisco because the new co will have a real R&D dept that will truly study and try to harmonize and integrate the WAN/LAN equation with routers and ATM from an engineering viewpoint instead of using Crisco's method of sticking together parts that they buy and then hope they can work together. That is what caused the AT&T blackout IMHO last year and why AT&T went with NN. Soon that dirty little secret will be out I think and the the Telia, AT&T and Sprint debacles will not be repeated for long. Then corporations will really go to the " buy from one vendor " stratedy that Crisco has unsuccessfully tried to build so far. When that happens I think it may very well be good buy Crisco's dominance. TA

To: zbyslaw owczarczyk who wrote (15234)	12/1/1999 11:26:00 AM
From: Tunica Albuginea	Read Replies (1) \| Respond to of 18016

ZO: Re:" Carrier space( and I am not talking about ISP who will be loosing money for long time and I do not know for how long investors will support they stocks)have different requirements.They are not taking equipment which does not meet criteria, what is typical in LAN space. Ship first, then worry about problems." I think that the time when ISPs Ship first, then worry about problems later may also become a thing of the past. I think unfailing dependability of connections has been. will be , the golden standard of the future. You can sideline the standard for a little while, when the technology is new, when you are trying different things. But not for long. Soon e-commerce will become International, with very tight margins of profit and fierce competition. At that point terms like " reliability " and " dependability " will become the norm again. The edge then will go to the telco that weave and mash the LAN/WAN seamlessly with the greatest stability. Only a truly R&D co IMHO will be able to do this: NN + ?????