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Technology Stocks : Newbridge Networks
NN 13.98+0.9%3:59 PM EST

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To: Technopeasant who wrote (4992)6/5/1998 10:20:00 PM
From: Glenn McDougall   of 18016
 
this is taken from the ascend thread, any comments?

To: H. Wai (48049 )
From: bucky89
Friday, Jun 5 1998 1:18AM ET
Reply # of 48171

H. Wai,

I honestly don't know much about the 36190. But to win the carriers' business
nowadays it takes much more than having the biggest switch. The biggest switch today
will be the second-biggest tomorrow, and the third-biggest the day after that. Rather, it
takes a vendor with solid usable technology built around their switch. Newbridge has
invested an awful lot in MPOA, and this is the only way they can support IP/ATM
cut-through routing with their products today. However, Terence Matthews (the
Newbridge founder) acknowledged in his keynote that Newbridge, like all other ATM
vendors, will eventually support MPLS when the standards are finalized. Today, the
only vendors with workable MPLS implementations are Ascend (IP Navigator), Nortel
(Passport), and Cisco (if you include Tag Switching, which does not use ATM).

This might be one reason why Newbridge is foundering--they went down the wrong
road. MPOA has its limits in scalability, and plus you have to throw away your old
ATM switches. Now Newbridge has to go back and design MPLS into their switches.

bucky89

Just to let everyone know I am looooooooooonnnnnnnnnggggggggggggg NN but thought this might be of interest.

Regards to all

Glenn
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