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Technology Stocks : Newbridge Networks

NN 14.44

+5.5%

3:50 PM EST

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To: pat mudge who wrote (3663)	3/14/1998 12:43:00 AM
From: Brian Hutcheson	Read Replies (3) of 18016

some interesting facts from the Financial Post (Canada) In the march 12 issue there is an article on ATM it contains a pie chart of global market share in ATM . The leader is Newbridge with 25% , next Cisco/Stratacom with 20 % and N. Telecomm with 20% , Fore 10% and Lucent has only 5% of the market. It seems to me that Lucent or Northern Telecomm could gain marketshare very quickly by buying Newbridge . The article explains that it is tough to break into ATM unless you have a proven track record in it , major network operators want to buy only from suppliers they know and trust . As this is the technology for all WAN in the future , Lucent surely wants to break into the market . Brian

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