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Technology Stocks : Newbridge Networks

NN 14.52

+6.1%

3:59 PM EST

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To: gbh who wrote (14864)	11/20/1999 7:06:00 PM
From: zbyslaw owczarczyk	Read Replies (2) of 18016

Zo, Fore had a 40G switch that was shipping, with customers. Don't you think is this a bit naive argument. 50 Gig will be shipped in few months, and is based on the same software and most hardware like 12.8 gig. NN has huge customers based compare to Fore/Marconi and customers knows what to expect. NN traffic management is outstanding, but current switch is only 12.8 Gig. Soon you will learn about 50 list of functionality, until that time we better hold our conversation. Also NN has also stacking which will allow customers smooth upgrade of 12.8 to 50 if needed. The same is with 50 to 450. BTW, Marconi is general integrator of original BT contract given to NN in fall of 1997, and Fore 40 gig did nothing to NN account at BT. Make you own conclusion. Zbyslaw

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