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

To: Tunica Albuginea who wrote (17299)	2/18/2000 9:26:00 PM
From: zbyslaw owczarczyk	Read Replies (1) \| Respond to of 18016

Cahners In-Stat Group analyst Laurie Gooding said.ÿ "They've got great products. Customers like them, butÿ ÿÿÿ they can't seem to get their act together."

To: Tunica Albuginea who wrote (17299)	2/18/2000 9:40:00 PM
From: zbyslaw owczarczyk	Read Replies (2) \| Respond to of 18016

Can someone explain me why most of analysts are soon clueless, and do not want to talk about fixed core LMDS NN has, and won 50% contracts around the glob. In Q3 they have already seen pick up in LMDS and much more to come, b/c many licenses, specially in Europe, was granted officially to alternate carriers. The next company which has core LMDS over ATM is MOT/CSCO JV which can only show officially one contract against NN 7 or 8 including MaxLnink(800mil Cd),Toshiba(350 mil US). Bell South Int,Korean Telecom and others.Also over 65 trials.And recent NT/MOT deal surprised J.Chambers(CSCO CC) NT has few deals, bet mainly Teligent( financed by NT) in less popular 24Ghh spectrum.On the recent CC CEO of NT was not to eager to talk about LMDS. Alcatel has on the other hand access part of LMDS, where NN core. Zbyslaw