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

To: Jeffrey L. Henken who wrote (4329)	5/1/1998 2:59:00 PM
From: pat mudge	Read Replies (1) \| Respond to of 18016

Jeff -- A golf course! Why didn't I think of that? Now, to figure out how they're playing it. :) Later -- Pat

To: Jeffrey L. Henken who wrote (4329)	5/1/1998 4:11:00 PM
From: pat mudge	Respond to of 18016

This was posted on the ASND thread and since NN has a strong position in China, I thought the comment towards the end was worth posting here: <<< Briefing.com comment on Bandwidth Paradigm at H&Q. 15:20 ET **** BANDWIDTH PARADIGM. At the H&Q Technology conference that ended yesterday, hundreds of individual companies delivered their sales pitches, but only a few big-picture themes emerged. One was the reintermediation or "portal"-ization of the Internet which we wrote about on Wednesday. The other was that the bandwidth vs processor speed paradigm shift is still winning converts. Once-hot stocks like Rambus (RMBS 43 11/16 -1 1/4) met with lackluster crowds and a greater focus on croissants and the Mercury News than the presentation. Meanwhile, bandwidth plays like Advanced Fiber (AFCI 40 13/16 -1 9/16) and Qwest (QWST 38 3/16 -3/8) were packing them in. These two companies were among the most well received at the conference, and offer two different approaches to bandwidth plays: equipment (AFCI) and services (QWST). Both, however, are similar in that they are succeeding against much larger players that have investments in older technologies. Both are also seeing good success in the US and the promise of great things to come overseas (and particularly the Holy Grail for all telecoms cos., China).** Valuations are high, but as with another paradigm play -- the Internet -- money managers are buying the future. So long as these companies continue to convert on their business plans, the paradigm shift will bring money into their stocks.