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Technology Stocks : Newbridge Networks
NN 16.17-2.3%12:50 PM EST
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To: Thomas DeGagne who wrote (13155)9/1/1999 8:12:00 AM
From: gbh  Read Replies (1) of 18016
 
That's odd. MMCN was down 40% today based on the fact that this deal will lose them business.

MMCN was down because its IBM business, which is 20'ish% of its total, is going to 0 by early next year. Also, CSCO represents over 50% of their business, and the thought is that IBM will now compete more agressively for this business.

Stick with the PMCS. What a company! They have many unique solutions and are used by every networking HW supplier. They have a long headstart on the "new" players (IBM and INTC), but obviously these will be tough competitors going forward.

gary
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