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Technology Stocks : Newbridge Networks

NN 15.87

+2.5%

Dec 5 9:30 AM EST

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To: pat mudge who wrote (12671)	8/12/1999 1:31:00 PM
From: Tunica Albuginea	Read Replies (2) of 18016

Pat I wonder if IBMs plan isn't the following: a) amass a giant testing center in Gaithersburgh, Md. to test everything from PCs, servers,switches over networks for qos and reliability. These hardware/software combination will be from all vendors, including networkers. zdnet.com b)Once the compatibilities are determined, then allow any solution integrator arrange for the financing etc etc. Take a look at IBMs capitalization relative to their revenue and income. techstocks.com What it tells me is that IBM is quite underpriced relative to their revenue and income and will have tremendous cash flow to pay for all kinds of compatibility/reliability experiments at Gaithersburgh. Ultimately reliability will be critical. EBay was severely wounded during their outage. Excite@Home and MCI took hits. As the amount of data starts floating around the web in staggering proportions with multi-vendors/competitors muscling in the bottom line will be quality of service and reliablity. So far I am not aware of any outages/breakdowns with NN equipment. Are you? TA my previous post on this techstocks.com

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