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

To: Doug who wrote (17022)	2/14/2000 1:14:00 PM
From: zbyslaw owczarczyk	Read Replies (1) \| Respond to of 18016

EU telecom market is as big as US, and growth(since they are 12-18 moths behind) may be higher. What effects BT will effect ATT/BT JV and ATT. FT/Glabal One is preparing alliance with SBC Comm...!( per Canadinan Press) Zbyslaw

To: Doug who wrote (17022)	2/14/2000 1:53:00 PM
From: Tunica Albuginea	Read Replies (1) \| Respond to of 18016

Doug, and the US market will be one of NNs biggest markets. I believe that the discussion between an IP centric or ATM centric web architecture has now been definitely solved to an IP+ATM type of structure.NN holds the ATM card. The time for CSCO IP-centric hype of the past 4 years is gone.We now know The Emperor has no clothes in the ATM aerea. So let us all quietly relax, take a deep breath and start from here.NNs technology of giant 50/450,LMDS, DSL and 3dsl will take care of it's self. I believe NN has put their weak part ( marketing ) in order. That is the easy part. Technology is the hard part and they have that. Photonics are still a long way off. We are heading towards cooling this red-hot economy with higher interest rates .All photonic networks will be on the average more expensive than the electronic system we got now and their overall market share much smaller . The RBOCs know this. The small CLECs and ISPs will learn the hard way as the RBOCs deploy giant systems that are bundled and cheap with voice video and data over IP+ATM over copper cable and wireless . So things look very good for NN. Also, when the Europ Econom Union was formed, a lot of people have been speculating that there will be 3 major markets now: USA, Europe and Japan. I will submit to you that Europe+Japan are a bigger market than USA. I also submit to you that NN will be very big in Europe and Japan ( + China, Asia ).There is a reason why Flynn is running NN now: He is very knowledgeable of Europe and Asia . I do tend to agree with previous comments from ZO: You stated you are long on NN. However your posting seems to tend to dampen NNs outlook and prospect. Is this a new form of cheerleading? Maybe I am missing something, <vbg> TA Message #17022 from Doug at Feb 14 2000 12:59PM T.A: The U.S mkt being the worlds biggest, offers the best potential to increase Sales. U.S Investors are traditionally more locally focused.