Newbridge Networks Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Newbridge Networks

NN 15.87

+2.5%

Dec 5 9:30 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Serge Collins who wrote (13745)	10/19/1999 3:09:00 PM
From: pat mudge	Read Replies (1) of 18016

You've been telling us that Newbridge would get a chunk of the SBC contract, but it looks like Alcatel got the lion's share and there's only crumbs left for other suppliers like Newbridge. This contract is primarily for DSL and I've never indicated NN would get a "chunk." I've known since mid 1996 that this was Alcatel's. In this space I'm hoping NN will get a portion of any advanced upgrades --- those enabling TV over copper. If you listened to SBC's CC you know they're planning to announce those contracts later. NN already has a $300 million SBC contract and with SBC's merger with Ameritech and yesterday's DSL initiative they'll need even more network upgrades. Do I think NN will get a "chunk" of these? Yes. Incidentally, Alcatel didn't announce what portion of the $6 million it claims. If it were as much as the NYT suggests, I suspect they'd have it in bold-face headlines. Regards, Pat

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next