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Technology Stocks : Newbridge Networks
NN 12.60-0.4%Nov 17 3:59 PM EST
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To: Ian@SI who wrote (6415)9/10/1998 3:08:00 AM
From: pat mudge  Read Replies (2) of 18016
 
I could be way out in left field, but I get a strong sense that the sale of ACC is a political move. Newbridge gains a strong CSI partner and Ericsson gains a carrier-class access concentrator business. Together the two companies will push CSI architecture through standards bodies, and market total solutions through their sales channels.

When asked how this relationship would affect the Siemens' partnership, Terry Matthews indicated there were more announcements to come now that summer was over. "You'll be pleased," he said. "There'll be more, beyond today's."

I certainly don't see the addition of Ericsson as a threat to Siemens, but I do wonder what form the relationships will take over time.

Any ideas?

Later --

Pat
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