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

To: fumble who wrote (5055)	6/9/1998 4:52:00 PM
From: Peppe	Respond to of 18016

Fumble, <As you may have guessed, I'm long on NN.> No kidding !!! IP over Sonet or DWDM is a real market. My point is that it's only one element. CSCO has had great recent success with ATM (US West and Sprint) and LU just announced a huge win at Bell Atlantic. NT has over $ 1 Billion of xDSL orders and NN has NB Tel... It's a big market and NN is playing with much bigger competitors with endless resources. Great technology, right time, great CEO (right, Pat) but they can't win the big ones on their own (IMHO). Siemens, LU maybe even NT will have to buy them and give them a sales engine. Until then, I'm watching NN from the sidelines. Cheers, Peppe