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Technology Stocks : Newbridge Networks

NN 13.69

-2.5%

3:59 PM EST

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To: Tunica Albuginea who wrote (3657)	3/13/1998 9:54:00 PM
From: pat mudge	Read Replies (4) of 18016

You can see that their No 1 competitor CSCO does not have the technological know how to make new breakthroughs in ATM I caught the NN presentation at the JP Morgan conference in Laguna Niguel this afternoon and had a great chat with Jamie Avis afterwards. I asked about the Cisco USWest situation and he said their position had been exaggerated. Yes, they won a contract, but NN is still very much in the ballgame and their strength is in carrier class equipment with a proven track record. Some don't realize service providers insist on much more rigorous testing than enterprise customers. Look at what happened to Ascend and their GRF switch. I also think NN is ahead with SS7 which Ascend admitted it was working on but didn't have as yet. From my NN notes: Growth of network equipment market --- $100B USD by 2000. Carrier class versus corporate --- 70 to 30. Broadband Multiservice Networks --- biggest growth. First 3 Qs '98 have passed all of '97. Key success factors: * Center-weighted management * Total software control * Integration of access technology Advantages of 36170--- * An evolving platform --- to over 50 Gb/s and 30K T1/E1 ports. * SS7 internetworking * QoS for carrier customers * Full standards compliant In CSI --- Carrier Class Internetworking, they'll have other partners to announce going forward. Their affiliate, Cambrian, will have WDM --- 32 channel for urban rings --- out this summer. They are transitioning LAN customers to 3Com. 36190 timing? This year. When I told Mr. Avis I'd been following his company for over a year but had only started buying at 20+, he responded with obvious envy, "I wish I could have!" He spoke of TM's competitiveness and said the company would not give up any market share without a fight. We all know NN has the lead in carrier class ATM products, but it's also true there are wolves baying at their heels. Or should I say "ascending?" Gotta run. Pat

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