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

To: Tunica Albuginea who wrote (3727)	3/17/1998 10:12:00 AM
From: notredame	Read Replies (1) \| Respond to of 18016

Any comments if this will serve to prolong upgrading of networks further? "MCCAIN INTRODUCES BILL TO ALLOW BELL COMPANIES INTO LONG DISTANCE Senate Commerce Committee Chairman John McCain (R-AZ) Mar. 16 introduced his promised bill to free Bell companies from the Telecom Act's restrictions -- including the ban on long distance service -- within a year after enactment. In its findings, the Telecommunications Competition Act of 1998 says that "existing regulatory devices no longer work" and that antitrust issues should be handled by the Justice Department, with the FCC confined to "the regulatory perspective."

To: Tunica Albuginea who wrote (3727)	3/17/1998 10:59:00 AM
From: pat mudge	Read Replies (1) \| Respond to of 18016

I think however that what TM said about 1998 will likely be true, ie, that he thinks there will be " sparks this year " flying as "everybody " will try to upgrade so they won't be left behind. It is now clear that there is an Internet explosion of almost cosmic proportions, involving voice, video and data.It is clear that every Tom, Dick and Harry want a piece of the pie, including not only the Bells and AT&T, but the cable companies, the Utilities want to sell too, satellites and wireless, foreign companies that want to go International. bottom line is that in technology the best technology usually wins. ATM is clearly the best in broad bandwidth, with NN at the helm. And so I think we've waited now 2 years after the passage of the Telecom bill, and as Arnold (Schwrtzenegger )would say, " your time is up ", i.e. NN is ready to take off; it may not be a good idea to try and time this stock now, sell, hoping to buy back later at lower prices: they may never come. That's the reason the stock's going up steadily, not any rumors about telco contracts, IMHO. I don't see this as being run up my momentum players as much as investors who understand the industry, know the company, and realize the rebound is coming sooner than they imagined. When the stock first dropped I'm certain many thought it would languish and they'd have time to get in at their leisure. Now I believe the thinking is "Oops, looks as though the train's leaving the station." ATM is is the backbone of choice and not Tinker Toy ATM but Carrier Class. And to my knowledge there's only one leader and that's Newbridge/Siemens. BTW, the telcos have been dragging their feet b/c of the FCC ruling about co-location, but they're going to be forced out of their self-induced pouting by CLECs, ISPs, and the likes of Qwest, Williams, MCI-WorldCom, and others before too much longer. If anyone doubts the potential of "others," I would suggest they look at Energis in the U.K. A power company --- National Grid Group --- buiilt a telecommunications' division based on using their power lines for highspeed bandwidth. Their customers include the BBC and a long list of others I'm too lazy to drag out. Take away the woman's soap box!!! As you can see, we're on the same page. Later -- Pat