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Technology Stocks : TLAB info? -- Ignore unavailable to you. Want to Upgrade?

To: Katherine Derbyshire who wrote (5466)	4/26/1999 11:39:00 PM
From: Bretsky	Read Replies (1) \| Respond to of 7342

CSCO is great; I prefer EMC to NTAP. May also want to check out QWST. Best of Luck, Brett

To: Katherine Derbyshire who wrote (5466)	4/30/1999 1:12:00 PM
From: Ian@SI	Read Replies (2) \| Respond to of 7342

Katherine, You may be interested in researching Newbridge Networks (NYSE:NN; TSE:NNC) Its biggest negative: Inconsistent earnings during the transition from TDM to ATM which now seems to be behind it. On the Positive side: Leading ATM WAN market share with most of the world's major carriers as its customers. (sort of like TLAB with its Digital Cross Connects) It's also the last major independent ATM equipment provider now that ASND and FORE have been removed from the market. Early in the ATM growth cycle which has just started to take off (NN now seeing greater than 30 % QTR over QTR growth which is expected to continue for several quarters. An extensive affiliate / partner program which has been quite effective in getting leading edge research and product development done without the bureaucracy normally found in large corporations. Yet NN has maintained an equity interest in these affiliates. Best wishes, Ian.