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Technology Stocks : Newbridge Networks
NN 11.97+5.3%Nov 21 9:30 AM EST
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To: Mark R who wrote (3475)3/3/1998 12:56:00 PM
From: Tunica Albuginea  Read Replies (1) of 18016
 
Mark, when you have some time I would appreciate if you can clarify
for a non-engineer ( me ) the comparative positions of NN v.CISCO in
the ATM large backbone aerea. My understanding is that Cisco had no WAN until they bought Stratacom. However Stratacom's switches were smaller, in the 2 GB aerea and minimal to no International exposure. Meanwhile NN had 40% of the International ATM market (a well kept secret by TMs tendency not to appear on CNN (gg). It takes/took 1-2 years for telcos to test NNs and any new equipment
to be installed. So now NN is in 40% of worldwide WAN market, with
a 1 Terabit switch the 36190 and the smaller, scalable 2 - 12 GB, 36170 switch. On the other hand, Stratacom's was a fixed 2 GB switch
My questions are,
a)have Cisco/Stratagem bridged this gap?ie lead-time in development of better WAN switches for the Telcos?
b) Given NNs lead-time this would seem an impossible task especially considering the Telcos strict requirements and their tendency once they are hooked up with somebody to stay with him. Telcos don't like to throw a big switch out the door and get a new model every 2 years. They prefer NNs scalable and upgradable models .Does CSCO have these scalable upgradable models?
c)Can current CSCO products and consulting department develop a Nation 's telco backbone?

If I am asking the questions incorrectly please correct me. Thanx for all your input.

TA

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