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

To: Doug who wrote (3982)	4/1/1998 8:23:00 PM
From: Joseph Colombo	Respond to of 18016

<<Joseph: You may well be right in forecasting the Boom in ADSL. However the price movement I see in PAIR and ADTN,the market leaders,conveys a different story. Is there any reason why these stocks are not participating in that Boom.?>> Doug, Thruthfully, I don't follow PAIR or ADTN although I should. I follow and own AWRE. The reason that I purchased Aware is that they where mentioned with MSFT,INTC,CPQ, RBOC's and others in creating a x.DSL standard by Christmas 1998. The AWRE standard is g.lite and back in January indications where that g.lite was 'the one'. After that announcement, everything became very quite so I am going to stay with AWRE until the end of the year. I also own NN & ASND. I like the networkers. I come from a telecommunications background. Joe

To: Doug who wrote (3982)	4/1/1998 10:21:00 PM
From: pat mudge	Read Replies (1) \| Respond to of 18016

You may well be right in forecasting the Boom in ADSL. However the price movement I see in PAIR and ADTN,the market leaders,conveys a different story. Is there any reason why these stocks are not participating in that Boom.? I can't speak to ADTN, but I know PAIR stands as much to lose as gain by the advent of ADSL. While they claim they have an ADSL chip, they were slow to join the game and are considerably behind the other major players. Furthermore, their main product, HDSL, will be jeopardized by the faster technologies. As major contracts are awarded, there'll be a clearer distinction between the sheep and goats. Right now companies are still jockeying for position. Don't judge the health of DSL by PAIR and ADTN. Watch for telco contracts. And for news from the large carriers. That's where the winners will be crowned. Later --- Pat