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Technology Stocks : Newbridge Networks
NN 14.04-1.2%3:59 PM EST
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To: j g cordes who wrote (5725)7/26/1998 8:34:00 PM
From: Mir   of 18016
 
This is positive news for NN

Any mention of Data in ATT/BT alliance
is sure to create excitement for the Newbees.

NN/Siemens/GPT alliance, Nortel, LU, CSCO
are companies to watch for contracts in this
Data Platform business.

Watch for some of NN affiliates to get pieces
of the pie as well. NN is definitely in a
strong position to provide the Data backbone,
Network Management and other services to satisfy
Concert customers demands. Concert mainly serves
business/corporate sectors where value added services
like SLA, Service Guarantees are critical. VOIP
services over intranets is another money saver for
these customers.

ATT/BT would be competing head-on with other alliances.
Therefore, service deployment times will be very aggressive.
I would guesstimate a 2 year period where all services are
in place generating revenues.

Let's see what Mr. Lutz has to say about this.

Mir
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