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

To: pat mudge who wrote (5333)	6/25/1998 3:44:00 PM
From: zbyslaw owczarczyk	Read Replies (1) \| Respond to of 18016

During NN's con. calls (11/97 and 2/98) the company has mentioned that MCI and BT will start contribute noticeable starting with Q199, which ends 07/1998.During last con. call 6/98 nn has indicated that thay have some revenue from MCI and BT.

To: pat mudge who wrote (5333)	6/25/1998 4:09:00 PM
From: Techwatch	Read Replies (2) \| Respond to of 18016

Pat.. If you don't think that MCI is a significant account for NN, why do you feel that the article you posted on #5272 is definitly good for NN? - (re-posted below) Please spend a bit more time reading my last post. I neither said nor implied that you felt MCI was a top 10 account. Obviously, once again you missed the entire question. I want you to share with the thread what you feel are the most important NN accounts and why. Your original post was nothing more than a cut and paste job from the NN web site and service provider sites. I want to hear about them in your own words. As a NN investor you should be able to articulate you opinions without falling back to press releases or news articles. As far as you saying that I "shadow-dance" around support for my claims... you know very well, I sent you a private message the following two excerpts from some Dataquest reports (with the dates that they were published). Although many analyst reports are not always accurate, these examples seemed to backed up my original findings of the accounts we were discussing. You may want to contact Dataquest and either purchase their service or ask for samples of these specific reports if you still question the validity of my information. However, I still recommend that you start going to right sources if you are interested in real info. 10/17/97: BT's ATM service, CellStream, launched in March 1997, provides customers with access to the PSTN network at 34M bps or 155M bps for Permanent Virtual Circuits(PVCs). The service is nationally available and is built around 16 ATM s witches, provided by Newbridge Networks. In conjunction with the Concert partner MCI's HyperStream, BT provides international connectivity to the U.S.A. 6/1/98: MCI claims that its HyperStream ATM service is available from nearly 500 POPs located throughout the U.S. MCI's HyperStream ATM network is comprised of ATM core switches, along with traffic concentrators and additional edge node switches, all of which are linked across a SONET OC-12 backbone. MCI used to maintain separate frame-relay and ATM backbone networks, where the ATM network was based on GDC switches interconnected first by DS3 and later by OC-3 trunks. During 1996 and 1997, MCI decided to merge all of its traffic onto a common ATM backbone network, which also necessitated an upgrade in the ATM network itself. MCI selected Newbridge as the primary vendor for the new ATM network concentrator backbone switches, and the imbedded base of GDC switches are now connected as edge switches. As of mid-1998, approximately 15 to 16 Newbridge switches are installed with three or four more planned for installation later in 1998. Also, as of the end of 1997, most of MCI's HyperStream frame-relay traffic had been migrated to the new ATM backbone, and by mid-1998 MCI, planned to have all frame-relay traffic (as well as its SMDS traffic) migrated to the ATM backbone. In addition to upgrading the ATM backbone switches, MCI also enhanced the network backbone by moving to OC-12 (622 Mbps) trunks to handle the additional traffic load. To Zybslaw: Thank you for post # 5334 You said... "During NN's con. calls (11/97 and 2/98) the company has mentioned that MCI and BT will start contribute noticeable starting with Q199, which ends 07/1998.During last con.call 6/98 nn has indicated that thay have some revenue from MCI and BT." That's exactly the type of info I have been asking for. Any idea what the definition of "noticeable revenue" is? ******************************************* To: +nord (5270 ) From: +pat mudge Monday, Jun 22 1998 3:13AM ET Reply 5275 # of 5333 This news should be good for whole sector, and definitely for NN: <<< MCI, WorldCom say confident on deal - report Reuters Story - June 22, 1998 00:45 WASHINGTON, June 22 (Reuters) - WorldCom Inc Chairman Bernard Ebbers said in remarks published on Monday that he was confident of winning regulators' approval on both sides of the Atlantic for his pending $37 billion acquisition of MCI Communications Corp. Ebbers told the Washington Post that the companies had been negotiating with both the European Union and the U.S. Justice Department on divestiture of MCI's sale of its Internet assets. "Obviously, we wouldn't be negotiating more if they had accepted our original proposal," he said in the joint interview with MCI Chairman Bert Roberts. The interview took place last Tuesday but was published on Monday in the Post's local business section. "They wanted an enhanced business proposal, and we have added a few bells and whistles to the original proposal. We now feel quite confident we're at a point where we'll get on with business," Ebbers said.>>>