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Technology Stocks : Newbridge Networks
NN 12.17-3.4%2:08 PM EST

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To: Peppe who wrote (13273)9/12/1999 7:45:00 PM
From: zbyslaw owczarczyk  Read Replies (2) of 18016
 
Peppe,there are enough boys from LU thread to question
CSCO carrier solution on CSCO thread.
I never questioned CSCO enterprise solutions, specially those which deliver good service.
I was as mad on NN as many others when they did not deliver
on operation etc.
But you can not say NN promised such and such solution, announced contract and 12 months after announcement nothing is done.
In CSCO case such approach is very typical.
For this reason they have only 1% of big carrier market.
Even old pipe (Stratacom) at ATT is drying up.
Check out who else is doing FR over ATM at CSCO account!!!
I am talking about new networks not old one, which have to be serviced.
When CSCO aquired ATM-related company around July, IP/ATM was the only way to go (j.Chambers). After spending 7 bil. on small company ATM is dead (J.chambers).

Even B.Clinton can not keep up witch J.Chambers in changing his mind.J.Chambers has not vision.He basically is trying to look at trend and follow up.
The question is for how long, specially that some competitors are not going to make mistake of the past, to help CSCO to achived his goals


Once CSCO will deliver good carrier platform, which works well I will stop bashing.
For example - LMDS.
One contract, not delivered yet in Australia, one unsuccessful attempt to still NN customer, and lots of talking by Listwin about great CSCO LMDS solution.
In meantime NN has over US 1 billion in contracts and more to come.

Regards
Zbyslaw
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