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Technology Stocks : Newbridge Networks
NN 15.01+10.4%Feb 6 9:30 AM EST
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To: Tunica Albuginea who wrote (12683)8/13/1999 11:30:00 AM
From: Peppe  Read Replies (2) of 18016
 
TA,

I must congradulate you for your original analogy. Comparing Viagra to ATM switches certainly stretches beyond my abilitly to think out of box.

At this rate, I almost hesitate to say this, but I think it's true: if NN finds itself as the only switchmaker with a stress-resistant ATM switch, and ATM becomes the backbone of all the web's traffic, can we talk about NN being at $100+/share ?

At the risk of sounding like I'm protecting the guilty (in this case, it's believed to be LU), I'm going to go in a different direction. In both the MCI and AT@T networks, failures occured during upgrades of their networks. The upgrades are necessary due to the tremendous demand in bandwidth and advanced network services.

The subsequent failures occuring during these very sophisticated upgrades can happen for a number of reasons. MCI's woes are probably more due to the fact that they are building a single network from multiple acquisitions they've made, using incompatible equipment from multiple vendors.

These failures can be avoided by using proper operational procedures and planning for problems. MCI is itself much more guilty for this problem than any specific vendor. To imply that this can never happent to a carrier using NN equipment is riduculous. To claim that they are the only vendor with carrier class ATM solutions is naive.

NN at $100 share ? Not in my lifetime. And I'm a pretty young guy. <vbg>

Cheers,

peppe
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