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Technology Stocks : Newbridge Networks

NN 12.64

+3.3%

3:59 PM EST

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To: Peppe who wrote (13280)	9/13/1999 10:25:00 AM
From: pat mudge	Read Replies (1) of 18016

Peppe -- Many of the products you mention have never been targetted by NN. In the areas they do target, they have 350 carrier customers globally and continue to add to that list every quarter. Conversely, Cisco hasn't been able to keep their carrier customers in the area under discussion. So Pat, I really don't think it's about IP/ATM strategy. It's about being able to deliver complete solutions that work, even if the ATM solution isn't quite as good or if their DWDM solutions are 40 wave lengths instead of 80 this quarter. Is Cisco delivering complete solutions? If so, please address their problems at Telia and Sprint. Pat

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