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Technology Stocks : Newbridge Networks
NN 12.96+8.3%3:59 PM EST

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To: KEN G who wrote (3535)3/6/1998 2:11:00 AM
From: Tunica Albuginea  Read Replies (1) of 18016
 
Ken I believe that your view of the Cisco NN competition is rather simplistic and wishful thinking.
-- there is a big difference between the " big boys " ( LU, CSCO etc )
"wanting " to get into big time ATM/ WANS and actually doing it.
- the R&D.
-most important is that the Baby Bells and telcos have a LONG ( 1-2 years ) testing process to see if any new equipment meets their specs
ie time has to pass between developing a switch and selling it to the telcos.
-CISCO " giveaways" sound eerily similar to my earlier post about the poster in Yahoo from India who spoke about similar CISCO & Cascade
" freebies" to gain contracts. They don't work. If these switches don't work you have a whole group of aggrieved businesses that want out.
Ergo the testing period and buying only the best, NN.
-what will CSCO do:offer to buy out all the NN switches from 40% share of international market that NN has?
-Pat's earlier post finally clearly shows that we are talking about 2 different markets for NN and CSCO. If you have objective proof as to otherwise please let us see it.

TA
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