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Technology Stocks : Newbridge Networks
NN 14.73+1.3%3:21 PM EST

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To: pat mudge who wrote (11827)6/8/1999 11:48:00 AM
From: Peppe  Read Replies (1) of 18016
 
Pat,

It would be good to find out the status of their trials as the only commercial contract they've received is for WIC Connexus and that's not likely to materialize, leaving little else to go on.

A little correction to your comments on CSCO/Bosch wins:

From the press release:

''AAPT is pleased to have selected the combined expertise of global leaders Cisco, Motorola and SpectraPoint Wireless as our partner in this field,'' said Steve Picton, director for strategic development, AAPT. ''We are currently holding trials of LMDS and expect to have 20 nodes fully operational by December 1999 and up to 120 nodes being established around the country within two years.''

''We believe the technology is particularly relevant for small to medium enterprises, which are increasingly requiring access to high-speed telecommunications services as well as large corporations requiring broadband services. Both Cisco and Motorola have a significant presence in this country. AAPT believes that their formation of SpectraPoint Wireless will create an extremely strong overall set of capabilities to enable them to deliver LMDS solutions in Australia,'' he added.


AAPT is Australia's largest CLEC and owns all the spectrum at 28 Ghz. They have signed a contract with CSCO and Bosch to supply 130 cell sites, about two months ago.

The LMDS space will be big for all the early adopters of the technology. I fully expect NN, CSCO(via MOT) and NT to play a major role in this space.

Cheers,

Peppe
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