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Technology Stocks : Newbridge Networks

NN 11.97

+5.3%

Nov 21 9:30 AM EST

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To: Peppe who wrote (5072)	6/11/1998 9:27:00 AM
From: zbyslaw owczarczyk	Read Replies (2) of 18016

Peppe, I was refering only to ATM contracts.The future growth of NN will exeed growth of CSCO.CSCO is base on routers which growth is limited and id driven by current customers which are turnig to the future(ATM).NN on the other hand is base on ATM and layer3 switching routing solution (2/3 of ravenue).TDM base customers will chose primary NN, because only NN can provide smooth transiton from TDM to ATM.The contracts I have listed clearly indicate that NN is doing much better in ATM arena then big CSCO.NN is also 1-2 ahead of the rest of industry.NN do not need to merge to be successful.Thay have big brother Simens Telecom Group which is bigger then CSCO!!!.NN and SImens have sufficient marketing power to win. Although CSCO is No.1 in US in WAN ATM and NN No 2,globally NN is No1(Dataquest). Why CSCO is so strong, why is soeager to form alience with big telecom company?

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