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Technology Stocks : Newbridge Networks
NN 14.36-1.8%Jan 30 9:30 AM EST
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To: Jeffrey L. Henken who wrote (2055)9/12/1997 5:53:00 PM
From: James Chan   of 18016
 
Jeffrey, thanks for the J. P. Morgan's article. I own some ASND, it is good to know that its problem is only temporarily.

When it comes to comparing market share, it is always difficult to have a clear picture - and may be that is just normal.

For those who have good memories, I would like to point out that not long ago (June 13-14, 1997), Mike Kennedy posted some interesting numbers in the CSCO thread: showing CSCO has a larger market share (28% vs. 21%) than NN in the ATM WAN.

Now, the J. P. Morgan article shows that NN has 33% while CSCO 22%. It is interesting to see what a 3 month (from June to September) can do to a company.

Mike's posts can be found in CSCO thread posts#7730, 7732 and 7735.

JC
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