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

To: pat mudge who wrote (9276)2/3/1999 1:42:00 AM
From: JAMES BORECKI  Respond to of 18016
 
Pat,

It's going to be quite a scramble over the next few years putting in place the bandwidth that SEEMS to be in demand. I jumped on board with shares of NN NTL & LU, so I hope we're right. I think there's room enough for all three.

My latest investment is into @home. It looks like it could be in the middle of many things connected with data, voice & video over cable.
In addition to potential profits, ATHM is allowing me to get a good introductory education regarding the internet world that's coming.

Yes, I think you should take a quick look at the ATHM site. Let me know what you think.....along with the other gazillion posts you offer around SI threads :-)

Thanks for being around,
JimB



To: pat mudge who wrote (9276)2/3/1999 11:22:00 AM
From: Doug  Read Replies (2) | Respond to of 18016
 
Anyone : A year ago on this thread I said the feeding hierarchy was as follows:
a: The I.S.P/E-Tail Vendors
b: The Highway Owners
c: The hardware suppliers.

This has come to pass and has now been proven. The average return ratio has been 5:2:1 which far exceeded my expectation. I still believe the reward/risk ratio is best in b:. Would appreciate if any one sharing these views would discuss which of the b:s need watching.

Thanks.


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