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

To: pat mudge who wrote (3972)	4/1/1998 4:39:00 PM
From: Doug	Read Replies (2) \| Respond to of 18016

Pat: There are too many players in the Computer & Networking Industry. In order to survive,these Companies have to come out with a never ending stream of products which has resulted in very short half lifes for their products. In order to eliminate some players,the Industry needs a shake-out. The Consumer is now more conscious of the cost/half life ratio. Because of this, resistance to constant spending for state of the art technology is on the rise. In the past, we justified the increased cost on the basis of higher productivity. Those gains are history .The GDP growth rate is now a mere 2-3%. Logically, expenditure growth rates for improved technology should not be greater than that. The average Consumer has a Telephone, a T.V. and understands the need for them. These products have had long half lives and successfully captured the entire population. If Computer and Networking growth rates are to increase, products need to be made more affordable,stable ,less protocol intensive and certainly less speed sensitive. I would be a marketing genius if I could put an exact price tag. All I can say is that currently we are way off the mark.