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Technology Stocks : Newbridge Networks

NN 16.77

+2.5%

3:59 PM EST

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To: pat mudge who wrote (12804)	8/17/1999 9:56:00 AM
From: Tunica Albuginea	of 18016

Pat, CSCO thread warming over to NN: 8-)) To: Brian Malloy who wrote (27669) From: Michael F. Donadio Tuesday, Aug 17 1999 7:40AM ET Reply # 27678 of 27684 techstocks.com << If LU buys up the technology but can not integrate it or keep the key people that know the software/hardware then the future will not be as bright.>> Chambers has criticized many Lucent acquisitions. Now we may see why. MCI WorldCom placed the blame on equipment from Cascade. They said that Lucent did not seem to have technical people around who understood the technology. This is a serious indictment. MCI WorldCom is sure to lose some business, but the real loser is LUCENT relative to CISCO. When Cisco's Stratacom went down last year it was up in 24 hours, and that was considered bad. 10 days is in a different league all together and they still don't really know why. Also may be greater appreciation for newer technologies like ATM and vendors like NN. Lucent has become an unknown and dangerous quantity with respect to IP. Back to circuit switches for them. Michael --------------------------------- Michael Donadio: A man with a vision GGGGGG TA

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