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Technology Stocks : Newbridge Networks
NN 12.91+7.9%12:45 PM EST
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To: gbh who wrote (14098)11/1/1999 6:26:00 PM
From: fumble  Read Replies (1) of 18016
 
Communication Standards are helpful because they allow different customers to choose different suppliers and still be able to communicate with each other.

Other kinds of standards (let's drive on the left today,.. maybe our customers would like 240vac on their lines, ... is the green light above the red?) do not require as much specification and information disclosure as communication protocols.

Once a protocol is specified, then it is up to the manufacturers to design their equipment to be less expensive. To a large extent, this means utilizing advanced silicon devices to replace discrete components. This process is on-going. A board produced today will have a different complement of components than one produced 2 years ago, perhaps with silicon from different suppliers, even though the communication protocol is the same.

New silicon is coming to market continually. A successful company will have a development process which enables them to take advantage of this new silicon so their customers will benefit from improved equipment at lower cost.

If NN was infringing on LU patents at some point in the past, that is no guarantee that the current products infringe, or that the LU patents are worth anything now.
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