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

To: pat mudge who wrote (4750)	6/2/1998 8:27:00 AM
From: Peppe	Respond to of 18016

Well done, Pat !! You certainly put a lot of effort into your post. Let's agree to disagree on a couple of points: - You think NN will be able to convert it's TDM base to ATM and I think that the migration will hurt their revenues. I just don't think they can do it fast enough without affecting their bottom line. - You think NN will maintain it's ATM market share and I think increased competition from CSCO ASND and NT will erode their share. -You think the ATM market is white hot and you convinced me with your post, so we actually agree on something !! Thanks for your post, Peppe

To: pat mudge who wrote (4750)	6/2/1998 9:35:00 AM
From: Ian@SI	Read Replies (2) \| Respond to of 18016

Pat, Your comment on the following WSJ story would be appreciated. It seems that NN will get a big piece of this pie... I'm basing that assumption on the following paragraph. What's your conclusion? Thanks, Ian. Sprint, meanwhile, has canceled an order for new multimillion-dollar Nortel digital circuit switches. Instead, the company seeks to build a network based on high-powered ATM (asynchronous transfer mode) switches from Nortel and others. These machines can accept massive streams of bits from all kinds of networks and send each bit to its proper destination as a phone call, Internet message or video signal. interactive.wsj.com