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Technology Stocks : Newbridge Networks
NN 16.41-1.8%Dec 12 3:59 PM EST

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To: Bron-y-aur who wrote (10811)4/15/1999 2:05:00 PM
From: zbyslaw owczarczyk   of 18016
 
Few correction to the article:
"Although the U.S. is Ericsson's second-largest market after China,
the vendor has failed to penetrate this market with its ATM
equipment. It did, however, recently win a contract to upgrade Swiss
Telecom from a circuit-switched network to an ATM network."

It was BT not SwissCom

" “Newbridge would
make a decent acquisition for anyone looking to get into that space.
They are especially strong in the ATM edge switch area,” she noted."

Isn't NN wining almost all major contracts for core!!! ATM?

"

“Dense wavelength division multiplexing (DWDM), ATM and IP over
ATM are going to be the issues that drive these competitive players,”
Nolle said. “It's really their positions in those spaces and their
strategies for the satisfaction of the voice requirements in this
new-generation infrastructure that are going to decide the victories.”

Now, who first(this gives us indication about rigth strategy)brougth to market DWDM and IP over ATM.
Press releases from specific companes wil show it was Newbridge.

Who has true multiservice platform?
This company which can provide:FR,ASDL,circuit emulation,TDM,LMDS,IP and class 4 switch replacement on the same switch/manager platform.
So far only NN can do.

ASND for example needs more then one boxand can performent some of the above mentioned features at all.
If ASND has the true multiservices core switch, why they are wining only in FR over ATM space.

Any comments

Zbyslaw
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