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: Dennis R. Duke who wrote (5388)	6/30/1998 1:14:00 AM
From: pat mudge	Respond to of 18016

Just wish I had perfect information. Even with perfect information, you still wouldn't have a rational market. The only answer is patience. After you analyze a company with every resource available and take a position at distressed levels, the rest should be easy. True, we'd all like our stocks to double in a month, but that seldom happens. I'm just glad when I get a couple moving at once. Today it was ANIC's turn. Down and dirty suppliers I've mentioned from time to time, they stand to gain from the inevitable cable upgrades connected to T's announcement. And, not surprisingly, JDS Fitel (JDS/TSE), another cable, fiber (and DWDM) supplier. Up 3.33% today. If the global economy hadn't turned widdershins, investing in telecommunications/networking would be a no-brainer. As it is we're walking on ice, watching for dark spots. Night -- Pat

To: Dennis R. Duke who wrote (5388)	6/30/1998 1:38:00 AM
From: pat mudge	Respond to of 18016

Let's hope the RBOCs are listening: <<< Telecommunications Companies Playing Catch-Up in Data-Transmission Game -- For Now Business Wire - June 29, 1998 18:40 CHICAGO--(BUSINESS WIRE)--June 29, 1998-- Cable companies currently have the lead, but DSL technologies are expected to ultimately give telcos the edge; faster and more secure service are the keys to gaining market penetration When it comes to offering Internet services, the challenge for telecommunications companies is simple: How to provide high-speed transmission of data over their existing copper-wire infrastructures. Compounding the challenge is the cable industry, which uses high-speed fiber-coaxial systems to transmit data, and which has gotten a head start on providing Internet services to small business and residential customers. The solution for the telcos is Digital Subscriber Line (DSL) technology, the most promising way yet for carriers to deliver lightning-fast Internet access to the small business and residential user. The technology is so promising -- capable of providing up to 8 million bits per second from the network to the customer while simultaneously delivering 1 million bits per second from the customer to the network -- that virtually every major service provider is establishing relationships and announcing plans for introducing DSL service. While DSL technology has been heralded as a potential panacea for telecommunications companies, William Rodey of the ASDL Forum stresses that the telcos will have to be aggressive in selling their Internet services -- and the merits of DSL technology -- in order to make up for the early market advantage currently enjoyed by the cable companies. The ADSL Forum is an associate sponsor of the 1998 XDSL ComForum to be presented by the International Engineering Consortium July 21-22 at the Hyatt Regency Oak Brook hotel in suburban Chicago. (Other sponsors include the International Communications Association, the California ISDN Users' Group and Telephony magazine.) The ComForum brings together managers, engineers and other professionals from telecommunications companies who have been deploying DSL technology in the field. These DSL pioneers will be sharing their collective experiences, with a focus on what works -- and what doesn't . "The cable companies have a one-year head start on the telcos, and that's important, because once a customer signs on with a cable company, that's going to be a hard customer to get back," explains Rodey, who is a featured speaker at the 1998 XDSL ComForum. "In order to launch their services the telcos had to wait for certain elements to fall into place; for example, scalable network products had to be developed, and standards and protocols had to be established. "But now that these things are in place, the telcos should be able to overtake the cable companies, because DSL technology will allow them to provide better and faster service." According to Rodey, telcos employing DSL technology will be able to offer a guaranteed bandwidth in the local loop, regardless of the time of day. "This means that access speed remains the same, whether a user is logging on at 3 in the afternoon, or 3 in the morning. This is something the cable companies can't offer because they will share bandwidth in their local distribution architectures," says Rodey. Also, data transmitted over telephone lines through DSL technology is more secure, says Rodey, because a private connection is established between the customer's home or office and the telephone company's central office. "With the cable companies, the data signal bounces all over the place; you really don't know where it's been, or who's had access to it," explains Rodey. Initial market projections indicate that up to 500,000 cable modems will be installed this year; according to Rodey, sources in the cable industry have indicated that almost 400,000 were installed by the end of April. Nevertheless, he believes that market penetration for the telcos -- thanks to DSL -- will explode in the next 18 months. More information on the 1998 XDSL ComForum may be obtained by calling 312/559-4600 or visiting the IEC web site (www.iec.org). The International Engineering Consortium (IEC) is a cooperative, public-service organization dedicated to positive change in the information industry and its university communities. For more than 50 years, IEC has provided educational opportunities for industry professionals, university professors, and promising students. Executives from throughout the industry continue to build strong business and technical foundations for the future through knowledge gained from IEC Forums and Publications. >>>>

To: Dennis R. Duke who wrote (5388)	6/30/1998 9:14:00 AM
From: zbyslaw owczarczyk	Read Replies (1) \| Respond to of 18016

Dennis,as far as I remember in 1996 and 1997 T.M has filed to sell 500000 of nn sheres and sold during fall time.What is more interesting that sale price in the given year was substantially higher then at the time of filing.Part of his money in reinvested in NN affiliates.Usually during early-mid fall NN has been announcing lots of big contracts.This coincides with annual sherowners meeting at the beginig of september.Look at announcments schedules(1995-1997) and NN price.By fall 1998 many big telecoms from Europe and USA will announce chosen preferred vendor in ATM WAN arena particulary for ATM WAN backbone!!! regards Zbyslaw