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Technology Stocks : Newbridge Networks

NN 13.82

-1.6%

2:50 PM EST

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To: pat mudge who wrote (4775)	6/2/1998 8:27:00 PM
From: Glenn McDougall	Read Replies (1) of 18016

re conference call questions to ponder... 1. "growing" relationship with 3COM" was mentioned more than a few times... 2. "Q1 looks good for TDM" 3. % of sales .. VIVID 5% CARRIER 72% 4. Seimens represented 16% for the whole year in revenue 5. ADSL SDSL 4 to 1 improvement in density with a fully managed bandwidth 6. voice over IP (VIENNA SYSTEMS) QUEST win 7. carrier scale internetworking very important 8. order intake is now 99 day turnaround hoping to improve to 60 day 9. 50 gig 36170 will be shipping this fall 36190 is in field trails and will be shipping earlier next year.. 10. reduction of 13 million in inventory for the quarter 11. CSI is very important to the company according to Peter Charbonneau.. 12. management of 5,000 nodes end to end traffic type or virtual private networks or load delay... big newbridge advantage is quality of service level commitments and seemlessness... 13. 36170 release features capabilities under 1.6 single selve which goes to 12.8.... 50 gig 170 will feature same cables and software 100% protection in switch... 14. a number of requests will be coming from the telcos in latin and south america 15. the fall inter-shop show will be the start of trials and new partners for CSI 16. the Americas region market share of total revenue increased in the fourth quarter by 3or 4%

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