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

To: zbyslaw owczarczyk who wrote (15512)12/8/1999 6:09:00 PM
From: Bob Howarth  Respond to of 18016
 
I am impressed by who the customers are. If these folks are sticking with NN, that really means something.



To: zbyslaw owczarczyk who wrote (15512)12/8/1999 6:11:00 PM
From: zbyslaw owczarczyk  Read Replies (2) | Respond to of 18016
 
I disagree with some analyst saying that 50 gig will pick up
sales of slower 12.8.
12.8 will be satndard for LMDS which is just starting to be hot and NN won about 50% of contracts worldwide.
LMDS carrier which are small relatively to ATT,BT or SBC do not will not need 50 gig for the next few years.

Any comments

Zbyslaw




To: zbyslaw owczarczyk who wrote (15512)12/9/1999 9:54:00 AM
From: Hagar  Read Replies (1) | Respond to of 18016
 
the big guys take ussually fully loaded

Its been my understanding that switches are usually ordered less than fully populated. Some spare cards are ordered then as the network expands more cards are ordered.


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