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Technology Stocks : Newbridge Networks
NN 14.04-1.2%Dec 1 3:59 PM EST
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To: Mr.Fun who wrote (14204)11/3/1999 1:37:00 PM
From: MikeM54321  Read Replies (1) of 18016
 
"c) TM is right that ATM is finding its way into the core of telco networks, but curiously I believe it works to NN's disadvantage. There is strong scuttlebutt that LU and NT are battling for the ATM based backbone at SBC, a traditional NN customer. SBC is unlikely to entrust the mission critical core of its network to NN, when NN is reeling financially and may be sold to a variety of possible players."

Mr. Fun,
Excellent post. Thanks.

But apparently SBC is still going to be giving Newbridge some contracts. As you can see in the press release(Project Pronto), they are likely hedging their bets somewhat by also choosing Lucent and Nortel.

Hard to guess how they will divy it up at this point. Do you have any stats on what NN currently has out their in SBC's territories? Could be crucial when it comes time to purchase the DSL line cards.
MikeM(From Florida)
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