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Technology Stocks : Newbridge Networks
NN 16.41-1.7%Dec 12 9:30 AM EST
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To: larry pollock who wrote (13110)8/30/1999 6:03:00 PM
From: zbyslaw owczarczyk  Read Replies (1) of 18016
 
To earn market approval, analysts say, a more dramatic scheme is needed with a purchase outside the Newbridge affiliate
family of firms. A company with hot technology or customer wins could be the answer.
Isn't Time Step the company with large number of awards and the hot product sold to Ameritech and Bell Atlantic!!!
The Northchurch platform provides industry-leading circuit aggregation capacity, offering over 4000 T1s
in a seven-foot rack. It is the only edge solution capable of wire-speed traffic management and
processing at OC-48 line rates. Integration of this platform into the powerful Newbridge management
suite will afford service providers a highly flexible solution supporting industry-leading QoS, traffic
shaping, VPNs and accounting combined with simplified policy management, traffic monitoring, profiling
and planning functionality.

Recent acquisitions of firms developing similar technology to Northchurch include the April sale of Shasta
Networks Inc. to
Nortel Networks Corp. (Toronto:NT.TO - news) for up to $340 million.

And Ford Escort is similar to Porsche. Both have 4 weels.

Looks like some analyst would like NN to borrow 2 billions in Bank and buy company which has huge hype b/c went public
and on the surface has hot technology.

Both Nt and LU are making lots of noise, but final judgement day did not arrived yet. So do for NN.
I have not seen any serious revenue from NT or LU based on the recent aqusitions in IP space,except Bay Networks.

Zbyslaw

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