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

To: Tunica Albuginea who wrote (15990)	12/19/1999 4:33:00 PM
From: Ian@SI	Respond to of 18016

TA, Nice story. As you probably know, BCE, which owns 80% of Bell Canada since it sold 20% to Ameritech for $5.1B, has a substantial position in NBTEL which it is in the process of increasing through its bid for some of the shares of Aliant. NBTel has frequently pioneered services which have been subsequently rolled out to other BCE telcos. Ian.

To: Tunica Albuginea who wrote (15990)	12/19/1999 6:16:00 PM
From: Doug	Respond to of 18016

Tunica: Very encouraging for NN. However for the NSP, I am not sure how many Consumers will spend another $30/pm for convenience and speed. Telecom Services will more likely model after the P.C industry where greater clock speed and effeciencies have actually led to falling prices and excess manufacturing capacity. This is partially evident by the fall in rates for all types of Broadband services. In the next few years , squeezed light transmission and optical teleporting switches are also going to help reduce cost.