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

To: Mark Kubisz who wrote (4246)	4/26/1998 6:10:00 PM
From: pat mudge	Respond to of 18016

On our thread, that is obviously Pat Mudge, and (s)he is bullish. I'm very much a female and with absolutely no engineering knowledge whatsoever. My strength, if it can be called that, is in pulling research together and keeping my ear to the ground for changes in the industry. A few years ago, I heard Andy Grove speak at Comdex --- the year they demonstrated an ADSL connection between a Starbuck's VP and his daughter in Seattle --- and the big thrust then, as it still is today, was bandwidth. Through my involvement in Amati I learned about Siemens and eventually about NN and their MainStreetXpress. The research never stops. Where will the NN/Siemens alliance be two or three years from now? What part with DSL play? How far will ATM go --- all the way to the desk top? If you read Efficient Networks' home page, you'll come away believing it will. And then there's the threat of competition. There's an interesting dialogue on the Ascend thread right now about who could challenge Cisco. What combination of companies could succeed? I feel the industry is changing so rapidly it's possible for even a giant to misstep. I also feel NN saw the writing on the wall earlier than most and along with Siemens developed their ATM ahead of the others. Will they stay in the lead? I hope so. But to do that they have to take Andy Grove's maxim to heart, "Only the Paranoid Survive." As for who to listen to on these threads, I believe it takes all of us to find the answers. Even the bears play a role. Without being challenged I probably wouldn't be forced to hone my thinking. Often I'll read something and either head straight for the archives or pick up the phone and call someone who might have the answers. What I lack in engineering, I make up for in contacts. :) Who was it said, it's not having the answers but knowing how to find them that's the key to knowledge? Newbridge still has a lot to prove. What's happening behind the front lines isn't fully known. Each conference call gives more clues, and as I see it, the next couple quarters are critical. In corporate offices on both sides of the Atlantic decisions are being made that will affect our investment. Perhaps we'll hear something from InterOp or Supercomm that will enlighten us. Now for some comic relief. From today's LA Times, Tom Petruno's column looks at the future: latimes.com And on a more serious note, James Flanigan's Sunday column, this time on Taiwan: latimes.com If anyone can't access these stories, let me know and I'll post the text. Later -- Pat