Newbridge Networks Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Newbridge Networks

NN 12.55

-1.4%

3:20 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Tunica Albuginea who wrote (15232)	12/1/1999 10:40:00 AM
From: zbyslaw owczarczyk	Read Replies (2) of 18016

S : Do you know by chance if Crisco has contact with GM? Tunica there is lots of room for routers, which have its place in the network. The funny thing is that large corporations are outsourcing they LAN to telcos and now CSCO is selling the same routers for LAN to carriers, which then install them on customer premise. This is the magic of "CSCO growth in carrier space." The recent cancellation decisions by Telia and Sprint are the best examples of CSCO carrier strategy. However, CSCO is the great company, with excellent execution and dominates LAN market. Carrier space( and I am not talking about ISP who will be loosing money for long time and I do not know for how long investors will support they stocks)have different requirements. They are not taking equipment which does not meet criteria, what is typical in LAN space. Ship first, then worry about problems. Zbyslaw

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next