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

To: Gary Korn who wrote (7611)	11/21/1998 12:09:00 PM
From: pat mudge	Respond to of 18016

But the customers both companies ultimately want are on Lucent's Rolodex. Good article and explains why the acquisition targets will be bought for technology more than their customers. Lucent is British royalty at the turn of the century. Ascend, COMS, and Newbridge are the gutsy Americans with their industrial know-how. One has the calling card, the others know what to do with it. Cheers! Pat

To: Gary Korn who wrote (7611)	11/21/1998 9:14:00 PM
From: Glenn	Respond to of 18016

I'm believing that any one of the top picks in this sector is a good one, for some of the reasons given. This sector will be the leader over the next year as the telcos go to data networks. CSCO leads. LU will do so with acquisitions. The smaller players like xyln and nn will do quite nicely. I don't see any real risk here. Glenn