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Technology Stocks : Newbridge Networks
NN 13.75-0.7%11:37 AM EST
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To: pat mudge who wrote (5660)7/22/1998 4:59:00 PM
From: NNThinker  Read Replies (2) of 18016
 
"The manufacturers supplying the key network components - Marconi Communications of the UK, Newbridge Networks of Canada and Cisco Systems - will share more than œ1bn ($1.65bn) of capital expenditure. Marconi Communications is expected to announce that it has been awarded contracts worth more than œ500m for the basic network technology."

So Pat, how much of the remaining $800M slice (after discounting Marconi's $800M) do you think NN can get - assuming that NN and Cisco are providing competing equipment? How much of this BT contract was already announced previously? Thanks.
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