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Technology Stocks : Newbridge Networks

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To: gbh who wrote (14835)	11/19/1999 4:48:00 PM
From: zbyslaw owczarczyk	Read Replies (2) of 18016

The big question with the 50G is just how long it will leapfrog the competition. Remember that Fore (40G) and LU/ASND (25G) have been shipping for almost 2 years now. You are almost admitting that 50 gig will leapfrog LU and FORE but immediately assume that 450gig will be late b/c 36190 which has nothing to do with NN (Siemens products). BTW,ASND needs three boxes to performe FT,ATM and CE(they have new box for CE) when NN do it on one. Also if I am correct, ASDN architecture allowed for max 100 gig. Fore 40 gig has little success in carrier space, on relative bases, b/c speed is not everything.Good WAN enterprise product. Zbyslaw

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