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Technology Stocks : Newbridge Networks

NN 16.12

+1.6%

3:59 PM EST

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To: pat mudge who wrote (8395)	12/9/1998 12:58:00 PM
From: Dennis R. Duke	Read Replies (1) of 18016

ASND's Mory said at H&Q earlier this year that ASND will not partner with any vendor in the wave multiplexing area because they did not want to limit themselves to one technology. NN maybe executing the same strategy, but with a twist - they get to keep the relationship with Cambrian after the NT deal and have, no doubt, supply agreements and technology available to them thus far and will be keeping it in their product offerings. That is very, very important. But the motivation for the deal is interesting. It to me is a perlude to the expected LU investment and alliance. LU has a similar set of products, that Ciena's thread has called weak at best, and vaporwave at worst. What if LU wants NN to better its wave multiplexing products, incorporating them into NN ATM switches and networking gear, and that is what got this to occur to NN and Cambrian today. Still holding, bomb sites ready for doors to open. Or should I say track shoes on and legs stretched. Later, (-8 Dennis 8-)

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