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Technology Stocks : Newbridge Networks
NN 12.79+0.5%10:50 AM EST

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To: Ian@SI who wrote (12878)8/20/1999 3:08:00 PM
From: Tunica Albuginea  Read Replies (1) of 18016
 
Ian Stromberg:"Competition":" Just hire accountants ":

nwfusion.com
Cisco/KPMG deal not so hot for KPMG clients

" But there's the rub. Setting aside for a moment where
KPMG's going to find 4,000 qualified consultants in
this tight market, you have to wonder whose interests
they'll be looking out for when they go into client
shops to help build next-generation networks.

If you hire KPMG's consultants to design and roll out
a network, can you be sure they'll be recommending
Cisco equipment because it's really the best for your
network - and not because Cisco is a partial owner of
their firm? "

Or, as Pat would say,

talk loudly and carry a small stick?

TA

you said

Pat,

Looking backwards, Voice equipment manufacturers tended to be distinct from the data equipment guys. Looking forward, there is no difference.

I'd expect NN to compete head to head with NT, LU, CSCO, ... across their full product range fairly soon. i.e. - less than about 3-4 years out.

There's just too much money in NN's space. The majors will fight tooth and nail to attempt to get the lion's share. While TM has the lead, and can be expected to hold it for a
few years, I don't believe that it will last forever. Ultimately, I'd expect NN to be purchased if the products are as good as we think they are; or wither away as the LU, NT, etc.,
gang start to take share.

JMHO,
Ian.

Seriously, where do NT and NN compete head to head? Aren't they usually in different parts of the network?
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