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

To: Doug who wrote (15886)	12/16/1999 11:12:00 AM
From: zbyslaw owczarczyk	Read Replies (1) \| Respond to of 18016

Doug,once everything you said become reality(every company will tell you its own story, like all IP,ION ect)someone has to manage it is profitable manner. Before optics will go were are not currently available LMDS(wireless) will be there. 200 billions $ is required in US to make optics available everywhere . Are you going to found it personally, or it will take at least 5-6 years,assuming customers will pay for it,and assuming carries will be able to provide profitable offering. With 3dSL they can do it on existing copper line, in fast and reliable manner. It has to be profitable and accessible for customer packet. Stop dreaming.

To: Doug who wrote (15886)	12/16/1999 11:15:00 AM
From: zbyslaw owczarczyk	Read Replies (1) \| Respond to of 18016

The only market that will boom are the Optical cross connects and Mux/Demux eqpt together with the Electro-Optic switch manufacturers at the Edge. Doug, since you have been repeating this so many times and you made your mind, the best thing for you is to sell NN and buy startup in Electro-Optic switch area. Good Luck

To: Doug who wrote (15886)	12/17/1999 8:07:00 AM
From: Glenn McDougall	Respond to of 18016

<<Glen: Did you see todays G&M. NT has many pages of write up. The future of Optics and IP was also discussed. The Optic world will in 24 mths be in deep trouble. To start off they have a speed constraint. So the only thing available to play around is bandwidth and transmission. Plenty of Bandwidth is currently available. The line width can be reduced to 0.1nm quite easily. Now NT has disturbed the transmission end. This bound has been extended to 2000 kms. Hence a lot of the suppliers for amplifiers, intensifiers, Pumps, Filters and Fibre will be facing excess capacity. The only market that will boom are the Optical cross connects and Mux/Demux eqpt together with the Electro-Optic switch manufacturers at the Edge. It is most likely that with an oversupply, Fibre will move into the Copper domain and make an attempt at replacing Copper with Fibre on very dense Copper Last miles. How will NN fare in this new development.?>> Good morning Doug, From what I understand the 36170/450 will use OC-192 (much of the OC 192 will be supplied by Extreme Packet Device a NN affiliate and one hell of a company...a HUGE pipe). The 450 will be the only ATM switch that can come close to handling optical speed. LU/ASND should be releasing their version of the 50 rather than NN 450 3-6 months after NN has the 450 in trials. Bottom line NN should have their switches in every major telco by the end of next year. All the above is jmo and to be taken as such. Regards Glenn