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

To: Peppe who wrote (4995)	6/6/1998 2:05:00 AM
From: pat mudge	Read Replies (1) \| Respond to of 18016

why are you convinced that LU will buy ASND and not NN ? I talk to a lot of people in the industry and those who say this I trust. I certainly didn't come by it myself. As for another CIEN, I'd probably go with Cymer [CYMI]. DUV photolithography. They supply the top four equipment vendors [excuner laser and steppers] : ASMLF, Nikon, Canon, and one other I always forget. Right now they have 85% of the market and since their technology enables sub-micron chip design, chip makers have to have it. Stock broke 16 at the lowest point last week and has rebounded to 18+. Good luck! Pat

To: Peppe who wrote (4995)	6/7/1998 2:57:00 AM
From: Andrew	Respond to of 18016

Peppe, Re: JDS Fitel "Thanks for the DWDM tips, but that's not what I was looking for. I believe that the market for DWDM with NT, LU and now TELLABS (ie CIEN) is too crowded for another player. Also, Ciena folks and Cisco folks have already announced that their relationship is not hurt by this merger and I believe this. " That's what I was thinking too. However, I recently learned that NT, LU and CIEN are customers of JDS Fitel. In my mind that made a big difference. Sounds like the big name DWDM folks OEM components from JDS. Not a bad position to be in. And judging by all the new (JDS) buildings popping up here in Ottawa, business is good... Anyways, thought you might find that interesting too. Andrew