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

To: Serge Collins who wrote (7564)	11/19/1998 11:46:00 PM
From: pat mudge	Respond to of 18016

Everyone is pointing to earnings, takeover rumours and big contracts as the reason for this week's run-up but I think the most important news this week is the Cisco announcement concerning ATM. The fact that a big player like Cisco is putting its faith in ATM is in a way a big vote of confidence for Newbridge and augurs very well for the future. You are right on. One other reason --- and the one that brought me to NN at the outset: DSL support: <<< MCI Plans Nationwide DSL Launch By Cyrus Afzali [November 19, 1998] Digital Subscriber Line technology, which so far has only been rolled out in small pockets of the United States, got a big boost Thursday in its battle with cable companies to win the high-speed Internet access market. MCI WorldCom Thursday announced it will offer DSL service at 400 points of presence by the end of the year. More than 1,000 POPs will have the service by the end of 1999. The service will debut first in major cities such as New York, Washington, D.C. and San Francisco. The company will offer plans for consumers as well as small businesses. Speaking at Comdex in Las Vegas, John Sidgmore, chief executive officer of MCI WorldCom, said the rollout is an effort to satisfy Internet users' growing need for more bandwidth. He estimated demand for bandwidth is currently increasing by 1,000 percent a year. "We've bet the ranch on the Internet. We think that the winner in the Internet will be the winner in the entire communications industry for many, many years," he said. MCI's announcement comes as some of the biggest Internet providers and online services are planning rollouts of their own. America Online Inc. and EarthLink Networks have both announced plans to begin DSL trials before year's end. Related Links: Concentric Expands DSL Service in California Last modified: Thursday, 19-Nov-1998 16:16:53 EST <<<<

To: Serge Collins who wrote (7564)	11/20/1998 12:07:00 AM
From: pat mudge	Respond to of 18016

Serge -- Another reason for NN's strength? <<< FRIDAY NOVEMBER 20 1998 Europe TELECOMS: KPN in internet venture By Gordon Cramb in Amsterdam and Richard Waters in New York KPN, the Dutch telecommunications utility, and Qwest, a fast-growing US communications carrier, are to create Europe's biggest network for internet traffic, in a venture which they said may lead to joint activities in other areas of the telecoms market. The two are putting existing fibre-optic links valued at $700m into the project, called KPN Qwest and are committed to spending a further $500m over the next two years. The operation, to begin in January, is due to produce 1999 revenues of some $400m and grow by more than 40 per cent a year. Joseph Nacchio, Qwest chief executive, said: "This will allow our customers to manage their data, video and voice networks as these converge." The venture is to serve multinational companies in general as well as other telecoms carriers and internet service providers. Qwest is at the forefront of new broadband carriers in the US. It expects to complete its 18,500-mile fibre-optic US network by mid-1999, ahead of rivals. The existing KPN network will put the new venture neck-and-neck with MCI WorldCom, the US carrier which has embarked on the most ambitious European network construction, Mr Nacchio said. Cable & Wireless of the UK is high on the list of carriers that the venture hopes to attract. Qwest already claims a close relationship with C&W in the US and the two are thought to have discussed C&W's possible purchase of "dark fibre", or bulk capacity, on its US network. KPN, faced with a loss of domestic market share after telephony was opened to competition last year, has been laying fibre optic connections in 28 cities in Europe. It will bring to the business these so-called EuroRings, described as Europe's largest internet protocol backbone. "Eventually we will also reach the private customer," said Wim Dik, KPN chairman. He added that the venture, aimed at large European users outside the Netherlands, was not intended to replace AT&T-Unisource Communications Services (Aucs). That tie-up - linking AT&T with the alliance between KPN, Swisscom and Sweden's Telia - is being unwound after the US partner linked with British Telecommunications. "We expect very soon to announce how Aucs in its new form will continue," said Mr Dik. >>>>