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Technology Stocks : Newbridge Networks
NN 15.87+2.5%Dec 5 3:59 PM EST
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To: zbyslaw owczarczyk who wrote (15679)12/14/1999 1:54:00 PM
From: Peppe  Read Replies (2) of 18016
 
ZO,

Do you realize that everything NN does uses the 36170 ? Their ARIC card for LMDS terminates into a 36170. They have xDSL cards for the 36170 to make it a DSLAM. They're using a core ATM switch as a utility knife that tries to solve all problems.

My point is, having one product with many names does not give NN a complete portfolio of products.

If this strategy had worked, NN would not be in the rathole they find themsleves in now.

peppe
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