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Technology Stocks : Newbridge Networks

NN 14.04

-1.2%

Dec 1 3:59 PM EST

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To: Chris Stovin who wrote (4660)	5/28/1998 1:00:00 PM
From: zbyslaw owczarczyk	of 18016

Chris, here is what LU said when thay introduced a new IP switch: ''There is a network revolution at hand and we intend to lead it,'' said Rich McGinn, chairman and CEO, Lucent Technologies. ''The issue for our customers is how to offer the same quality of service in the data world as we do in the voice world -- service that is rich in features and reliability and that can generate new revenues. Lucent understands better than anyone how the data and voice worlds must work together and we are developing the next-generation architectures to lead this revolution.'' If you have followed NN for the last 2-3 years, then you will recognized that LU is trinig to copy NN's strategy.Yes LU is huge, so do NN-Siemens.There is a big gap is data networking technology between NN-Siemens-3Com and LU and I doubt that LU is able to achived within months what took NN-Siemens two years.Major telecoms are not going to wait.The receant example -big contract from ATT for NN, BUT NOT FOR LU.

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