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

To: Doug who wrote (6881)	10/7/1998 5:04:00 PM
From: Doug	Respond to of 18016

All: There has been little or no discussion on the Overall evolution of the Telecom industry say 3-5 yrs out.The old POTS had a lot more logic and simplicity than the tangled jungle of nets, protocols and services we now have. A subscriber has one mobile Number. The signaling SS7 controlling the switches was separated from the Traffic and the system was reliable and quick. It satisfied the need for humans to communicate on a global basis. We now have a need for Multi-media Communication which should be simple cheap and reliable. If we assume portability then we should all be virtual customers capable of forming Virtual nets anywhere on the globe. These virtual nets in turn need to be connected at the fastest speed. I believe this representation fits closely to the proven POTS system which has served us well. NN's sales in the States is closely tied to how the Services will develop. It may soon be practical for the Carriers (IXC's) to develop huge multimedia VPN's and large standard Switches. Once they achieve this, they could either use a CLEC's or franchise an NSP to pick up the last Mile and Enterprise traffic using co-axial cable. This will enable use of large standard Edge switches and Net Mgmt software at each NSP. Ofcourse the ILEC/RBOC could do the same; but they have not. Do you envisage the same existing structure 3-5 yrs out or do you see the IXC's dominating using VPN technology or else what.?