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

To: Peppe who wrote (15682)	12/14/1999 2:07:00 PM
From: zbyslaw owczarczyk	Read Replies (1) \| Respond to of 18016

Peppe, on 3dSL front and LMDS too 350 access switch will be the biggest seller (customer premise). On 36170, would you prefer NN to have separate switch for ATM and FR, separate switch for CE (like ASND 250), separate ATM switch for LMDS, separate switch for IP/ATM etc.......... Sure, then everybody would call how many great products NN have. But you are absolutely missing the point. The reason why big telcos love NN is that provides all features I have mentioned on one single platform For big guy who can afford bigger investment up front it is money saving solution going forward. Not necessarily for small guys who are only thinking at least right now how to survive and give the biggest speed no matter what QoS. 36170(12.8) was to expensive for most emargiong carrier. Hovewer, with time they too need QoS, make money and not count on public money (stock price, manage they networks. Have you seen emarging carrier being comon VPN providers to large corporations? with all IP networks. Even recently GM decided to use NN's platform via ATT solutions to build IP network based on ATM. Not pure IP. biz.yahoo.com Zbyslaw

To: Peppe who wrote (15682)	12/14/1999 2:09:00 PM
From: Frodo	Respond to of 18016

And what's wrong wit 25-30 ? Not bad for a stock that was at 14 and a lot of people said was inches from being a penny stock. It moved to 25 on talk of a buyout, the talk has slowed down, and the stock is moving back. Two years ago if TM wanted to sell he could have made a pretty penny, but others have caught up or are catching up fast on the ATM side. ERICY et al may want a part of NN, but I don't see them taking the whole enchilada. I hope I'm wrong and it screams past 30 before I can get a sell order in, but yeah, I'd take 30 and have a relaxing Xmas. DF