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

To: Jeffrey L. Henken who wrote (4121)	4/18/1998 4:01:00 AM
From: pat mudge	Respond to of 18016

Jeffrey -- I posted a general overview from TI's annual stockholders meeting on the TXN thread. More specific to NN and Siemens, the general feel is that ADSL will be rolling out well before the end of '98 with a possibility of backlog by the turn of the year. Siemens is strong in Europe and will probably remain the dominant player there. Europe is predominantly ATM so the niche to watch is CPE --- ATM over ADSL. If you or anyone has NN contacts, you might want to ask what's happening at the customer premise end. Glenn, want to see what you can dig up? One thing I know for certain --- I'm not selling my NN. Later -- Pat