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

To: Tunica Albuginea who wrote (17041)	2/15/2000 12:44:00 PM
From: James Calladine	Read Replies (1) \| Respond to of 18016

S & M STORY: Glad to hear you were not the writer of the S & M story. The Yahoo threads are a real trial for me. There is some useful information there, but there is so much macho posturing, sexual insults and general preoccupation with the bodily orifices that it is a real test of one's tolerance. It takes a lot of digging to unearth the occasional nugget! Personally, I think it is a GOOD thing if we can leave that franchise to Yahoo! Best wishes, Jim

To: Tunica Albuginea who wrote (17041)	2/15/2000 12:57:00 PM
From: zbyslaw owczarczyk	Respond to of 18016

Tunica, stronger CLECs which are building their won networks will do well. Others, will be forced to used SBC etc. networks but at zero margins, and the key will be to offer differecianted services to customers. Others, who used to sell bulk, cheap internet will be bought or "die". NN in my opinion will benefit quite a bit. NN traditional market were large carrier, where ASND (CLECS and mainly FR for large carriers) and CSCO mainly - Internet Services Provider, those which negative eps and huge PE. Zbyslaw