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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 (13036)	8/26/1999 7:27:00 AM
From: gbh	Read Replies (2) of 18016

Who is most impacted by Cerent's products? Does it compete with anything NN has, or would Tellabs or DSC(ALA) be more threatened? Pat, I'm still doing some research, but I believe the Cerent product allows for the complete replacement of the Digital Cross Connect (DCC/DCS) and Add/Drop Mux layers needed for the conversion of facilities from short haul (DS0/DS1/T1/E1) to long haul (T3/E3 up to OC192 and higher). Remember, before anything like IP or ATM data can be moved at the higher OC rates on a Sonet or SDH ring, an addition of the Sonet (or SDH, in Europe) overhead must be incurred to gain the benefits of of ring transports (Sonet or SDH rings). This is transport layer. This product would come into direct competition with LU/TLAB/ALA and from the specs, and customer list, appears to leapfrog anything these other guys are offering. $7B sounds excessive, but imagine this little start-up has almost 100 customers. Put this thing in the hands of the CSCO sales force, and look out above... gary

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