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

To: Peppe who wrote (7262)	11/5/1998 1:35:00 PM
From: zbyslaw owczarczyk	Read Replies (1) \| Respond to of 18016

Peppe,do not forget that new networks which want to deliver voice and vidio on the top of data need ATM, for QoS, or even guarantee of service(banks,brokage houses, corporate customers, etc.).Several weeks ago, I have listening to cc (Bank One-IBM and ATT) regarding 1.3 bilion deal for new network.What I said was emphasized strongly:ATM is the best solusion for data, voice and vidio with QoS+ security.This statment come from ATT. Regards Zbyslaw

To: Peppe who wrote (7262)	11/5/1998 1:53:00 PM
From: zbyslaw owczarczyk	Respond to of 18016

<They are "bundling" ATM with their layer 3 strength. CSCO indicated they are working on 5 large opportunities, each being "significant"> Peppe, thay are bundling it ,where NN has already done it.One of 5 large opportunities is LMDS(they did not said it, but I have heard it).So far NN has won 4 contracts, including the one on Bosch teritory.As you know CSCO-Bosch have team up just for LMDS.More to come from NN soon.Is receant statment from T.M regarding algoritm to distinguish signals,one of this opportunities?I gues we do not know it.When talking about credible ATM story,we have to remember that both NN or ASND are not waiting for CSCO, and moving ahead! Time will tell. Regards Zbyslaw