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Technology Stocks : Newbridge Networks
NN 16.41-1.7%Dec 12 9:30 AM EST
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To: pat mudge who wrote (13051)8/26/1999 11:41:00 AM
From: gbh   of 18016
 
Pat, addressable market doesn't mean they will own that entire share, obviuosly. But I'm sure they feel they can take 20-30%.

TLAB is one major competitor I see, taking a significant hit on this news. TLAB is obviously well established in the area of DCS and Sonet transport, but they have nothing like the Cerent box.

gary
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