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Technology Stocks : Newbridge Networks
NN 12.69+3.7%1:52 PM EST

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To: zbyslaw owczarczyk who wrote (5275)6/26/1998 2:00:00 PM
From: zbyslaw owczarczyk  Read Replies (2) of 18016
 
Is NN ahead of ASND with respect to technology?
According to facts emphesized during NN contract (sale of real products)press releases eg:www.newbridge.com/news/releases/index.html

NETWORLD + INTEROP, Las Vegas, May 5, 1998 -- In a
demonstration of leadership in scalable, end-to-end service management and
reliable networking platforms, Newbridge Networks today announced that
AT&T Corp. has begun the deployment of the Company's MainStreetr and
MainStreetXpressT management and access products in the AT&T Managed
Bandwidth Service (MBS) offering (see related AT&T announcement). The
Newbridger Global Services Management Platform (GSMP) has been designed
for the global reach and extensive scope of the AT&T Managed Bandwidth
Service. AT&T Managed Bandwidth Service brings together the strengths of
AT&T private line, frame relay and asynchronous transfer mode (ATM) service
offering with the power of the Newbridge GSMP and networking equipment into
a single managed solution for corporate network voice, image, video and data
traffic requirements.

or

"The Newbridge ATM multiservices platform can simultaneously support Virtual
Private Networks (VPNs) and IP services including Internet, intranets and
extranets," said Jerry Lenfest, Chairman, Suburban Cable Television. "Our new
network enables us to offer frame relay, private-line and ATM services to
competitive local exchange carriers, Internet service providers (ISPs),
inter-exchange carriers and other enterprises. Suburban Cable is positioned to
meet FCC requirements for entering the long distance service provider market."

newbridge can deliver different class of services including voice, vidio data and allow to support VPNs on single ATM platform that can manage up to 50000 nodes per domain(100x more then competition).The company is already selling this products (after testing ) to its customers.
Just yestrday ASND announced that is going to deliver similar class of services in the future:

Staff Writer, CNET NEWS.COM
June 25, 1998, 3:00 p.m. PT

Ascend Communications will launch a calculated component of
its strategy next week to help telecommunications carriers
alleviate congestion on phone layouts and begin the migration to a
merged voice and data-based networking future.

The so-called gateway technology
Ascend will offer feeds into the
notion that voice and data will
soon become one stream of bits
across a single pipe, rather than
separately routed technologies. It
also allows carriers to build
value-added services such as
virtual private network (VPN)
capabilities, which will likely be a
key revenue driver in the future as long distance prices plummet.

The Ascend Signaling Gateway, or ASG, is currently in trials
with customers and is due to ship in August.

Ascend's move follows similar rollouts from the likes of Cisco
Systems, Bay Networks, and Bay's suitor, Northern Telecom.

These firms are all attempting to address an interim and
long-sought need of telcos and service providers by offering a
gateway to alleviate congestion on overworked phone switches.
These gateways essentially intercept data transmissions and
reroute traffic onto data layouts through the use of Signaling
System 7 (SS7).

By the end of the year, Ascend hopes to tie the ASG to voice and
fax-over-IP (Internet protocol) services it intends to provide in its
equipment. By the second quarter of next year, Ascend
executives claim the company will deliver voice over
asynchronous transfer mode (ATM), a cell-based technology, as
opposed to IP's packet-based scheme.

Ascend initially will offer its ASG hardware for $69 to $101 per
port, with initial support for 50,000 ports due in August and
support for 100,000 to 200,000 ports due in subsequent releases.
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