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

To: Doug who wrote (15651)	12/13/1999 11:06:00 PM
From: zbyslaw owczarczyk	Read Replies (2) \| Respond to of 18016

Doug, just for record,3dSL was announced for the first time in June so how you can say it was here 18 monnts ago. Even 12 months ago we did know NN will have 450 gig switch and that platform can scale to 5Tbit. LMDS was announced for the first time about 12 months ago, and at that time nobody know what NN" was talking about". Now you know they absolutely lead this space and scoring customers big way. Also Since last fall announcement LMDS potential exceeded everybody expectation. So how you can say that everything was the same 18 months ago. As far as recovery of market shares. The only lost market shares are in US ATM business. In Europe they are gaining market shares. As far as TDM, which also contributed to decline in revenue they is not sauch thing like lost market shares. There is overall down trend in this segment. LMDS, what lost market shares.So far this sagment generates revenue essentially only for NN, which won over 50% of all contracts. 3DSL, very new technology . Consider NN as a very big startup in LMDS and 3dSL space. Zbyslaw P.S. NN is win-win situation