Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: zbyslaw owczarczyk who wrote (4974)	6/5/1998 10:55:00 AM
From: Tunica Albuginea	Respond to of 18016

Zbyslaw, good job. Investing is always forward looking by and large. This is why I put more money in nn @ 26: " T.M described BT, C&W etc. as "openers". Within few months we should hear more what is inside the cans!!!". The point is we really don't know when these announcements are going to come.At the torrid pace that the internet and communications is proceeding I would bet now that it will be sooner than later, TA

To: zbyslaw owczarczyk who wrote (4974)	6/5/1998 10:59:00 AM
From: pat mudge	Respond to of 18016

Zybslaw -- Thanks for contacting the company. I hadn't realized analysts had over estimated late '99 and from what you say, it's good to be conservative. When more contracts are firmed up, they can upgrade with confidence. Did they happen to mention any more about their DSL strategy? During the conference call he spoke of their relationship to 3COM "and others yet to be made public" who would take [ATM] "straight to the desktop." No one asked for clarification and because of my close following of Amati and now TXN, I'm anxious to know more. Questions for Supercom. . . Thanks again for your post. Pat