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Technology Stocks : Newbridge Networks
NN 16.11-1.8%Dec 15 3:59 PM EST

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To: gbh who wrote (13148)8/31/1999 11:54:00 PM
From: Thomas DeGagne  Read Replies (1) of 18016
 
>CSCO's Lightstream product uses an MMC Networks switch fabric.
>Not sure what the newer Stratacom switch used

That's odd. MMCN was down 40% today based on the fact that this deal will lose them business. MMNC admitted this in a press release. Therefore the newer Stratacom gear or another product must be more significant. If you find out who makes the fabric for this gear please post it.

PMCS's new Abrizio division might be the winner in future CSCO products but this is just a guess. Ok, maybe a dream. I'm very long PMCS (@$7.50 !!!!!!)

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