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

To: PeterR1700 who wrote (3747)	3/18/1998 11:01:00 AM
From: Craig Ferguson	Read Replies (2) \| Respond to of 18016

Question on the difference between NNC and NN to anybody? Can somebody clarify the relationship between Newbridge's price traded in Toronto and NN in USA? If the Canadian dollar is devaluated, by way of Quebec separating, what happens to the relationship between the share price in Canada vs. USA? Right now I see that the discrepency is roughly 1.4, or where the CDN dollar is trading at relative to American currency. How will the share price be affected? In tandem? Or just in Canada, or no change at all? Is holding the stock a way of preserving the value of Canadian Money?

To: PeterR1700 who wrote (3747)	3/18/1998 12:06:00 PM
From: pat mudge	Read Replies (1) \| Respond to of 18016

Is ATM a stop-gap until adsl rides the waves. No. ATM is on the backbone and even if it's taken to the desk-top, you still need a mode of transportation for the data to ride and that's where ADSL comes in. If you read the MSFT/INTC/CPQ consortium specs you'll see they specify ATM and ADSL/DMT. Therer's a company out of Dallas who has already developed ATM/ADSL for the PC. This is what Siemens is doing with TXN, too. And I believe NN will use its MainStreetXpress alliance, not develop it separately. At least that's how I understand it. If I'm wrong I'm sure someone will correct me. Later -- Pat

To: PeterR1700 who wrote (3747)	3/18/1998 12:24:00 PM
From: Thomas Scharf	Read Replies (2) \| Respond to of 18016

Peter, You must have misunderstood the geeks. ATM and ADSL are not in competition with each other. In fact they are complementary!. ADSL gives a fast pipe into the end user's home or office. (This has often been referred to as the "last mile" bottle neck.) ATM provides the communications backbone bandwidth required to handle the sum of all the traffic generated by those individual users. This is a win-win situation. As ADSL is rolled out, there will be more pressure on the teleco's to change their networks to ATM.