By spun off I mean formed as affiliates, not taken public. If those
companies were just R+D projects within Newbridge, a lot of the numbers (revenue per employee, for example) would look worse. I
guess the use of the term spun off indicates that they were started
by ex-Newbridge people, which I think many were.
Thanks for the explanation. Now it makes sense.
Cambrian, in my opinion, has some exceptionally rare and hot
technology (maybe less rare now that LU seems to be taking business
away from CIEN). Some of the other affiliates don't seem to me to have the kind of growth potential Cambrian has.
I agree and would buy the IPO in a hearbeat if given the chance. I've been told long-haul DWDM isn't terribly difficult to duplicate and that both LU and ALA will take command of that sector. Short-haul has different requirements and I'm not sure who Cambrian's competition is there.
As for the other affiliates, I'm watching ACC, Vienna, and SpaceBridge, besides Cambrian, of course. If there are others I should be watching, let me know.
Later --
Pat
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