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Technology Stocks : Newbridge Networks

NN 15.87

+2.5%

Dec 5 9:30 AM EST

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To: zbyslaw owczarczyk who wrote (14964)	11/22/1999 11:53:00 PM
From: fumble	of 18016

To speed up a switch, a mfg (e.g. NN) can bust a gut (and pocketbook) spreading multiple switch chips out on a board. Or, they can take the easy route - just wait for (and encourage) a chip mfg (e.g. IBM) to shrink the switch chip - thus increasing its speed. I don't know the economics of redoing a board, but it might be reasonable to think that the 36170 could be doubled in speed and the cost/volume cut by redoing it with the IBM Prizma-E chip. This would provide another competitive boost to a good product. Also, all of the software and manuals, etc. could be reused. Reused intellectual effort is the best kind from a competitive point of view. This is the natural progress of high tech - part is done in silicon, part board design and part software. If you are lucky, your silicon supplier makes money too and can afford to go to the next shrink level. If not, you need to lash your engineers to another ship (silicon supplier) at greater cost in $$ and time.

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