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Technology Stocks : Newbridge Networks
NN 15.87+2.5%Dec 5 9:30 AM EST
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To: Glenn McDougall who wrote (14970)11/23/1999 8:56:00 AM
From: zbyslaw owczarczyk  Read Replies (3) of 18016
 
"But Ericsson is trying to develop a second ATM line that competes
directly against that of Newbridge. "It's only a matter of time before we
develop our own set of products with similar capabilities [to those of
Newbridge's ATM switch]," said Mr. Pinkham."

(LOL)

LU failed to develop ATM gears and decided to buy ASND.
Marconi bougth FORE and suddenly EIRCY will have soon comparable ATM platform, specially 50 and 450 Gig.

The issue is whether Ericsson has enough time before potential
customers start looking elsewhere for their ATM technology. If the
Swedish company concludes it does not, then a bid for part of
Newbridge could make sense

This tells me that OEM with NN is very likely.

Zbyslaw
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