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

To: micromike who wrote (3973)	4/1/1998 4:48:00 PM
From: Doug	Read Replies (1) \| Respond to of 18016

Mike: Since NC sales are on the verge of exploding could you kindly let me know the names of these Manufacturers.? Thx.

To: micromike who wrote (3973)	4/1/1998 9:51:00 PM
From: Thomas Scharf	Respond to of 18016

> The cost right now is expensive for ADSL < That has me a little worried because consumer cost resistance will certainly slow the roll-out of this technology. On the other hand, if/when the proverbial "digital dial tone" is available, we might even be getting some serious cost reduction due to consolidation of multiple services, e.g. phone, data, video (tv), audio (radio). ADSL is capable of carrying a phone conversation at the same time that a computer is using it to browse the web, or an on-demand movie is being sent to a smart TV. Just MHO.

To: micromike who wrote (3973)	4/2/1998 10:17:00 AM
From: Doug	Read Replies (2) \| Respond to of 18016

Mike Assad: I was keen to substantiate your claims regarding NC's. In doing so, I came across the following post hot of the wire. In case you wish to extend your disagreement with the findings, I would request you take up the issue with the Author at Dataquest directly. Network Computer Shipments Less Than Expected By Kourosh Karimkhany PALO ALTO, Calif. (Reuters) - Shipments of network computers, low-cost devices that draw their computing power from networks, were less than expected in 1997 and probably will not be "significant" at all this decade, an influential market researcher said. Shipments of the devices tallied just 144,040 units in 1997, less than previously anticipated, according to a report by Dataquest. Shipments of network computers will rise only to 482,196 units in 1998. This is a tiny fraction compared with 90 million personal computers, or PCs, shiped in 1997. "Dataquest analysts agree this market won't post significant shipments this decade," Dataquest said. Network computers, or NCs, are much like personal computers, but have far less electronics to save on costs. They attach to bigger "server" computers through the Internet or corporate computer networks and let the servers do most of their crucial computational tasks. NCs drew a lot of attention in 1995 and 1996 as promising, low-cost alternatives to full-blown PCs. Companies like Oracle Corp., Sun Microsystems Inc. and International Business Machines Corp. set out to design or build these machines. But interest in the devices has been flagging since then because of plummeting PC prices and slow technology development. Still, even though NC hardware has not been popular, the concept of network computing -- low-cost PCs asking big central computers to handle their computations -- has taken off. This type of centralized computing makes its easier for big companies to manage networks of thousands of computers, so lots of developers are concentrating their efforts on network computing, Dataquest said. Sun and IBM will continue to pitch NC hardware through at least 2001 "purely because of the force of will," Dataquest said. The companies would have a partial victory if they can shift crucial computational tasks to their servers, which are far more profitable products than PCs.