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Technology Stocks : Newbridge Networks

NN 13.85

+6.9%

Nov 25 3:59 PM EST

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To: Peppe who wrote (6511)	9/15/1998 11:49:00 AM
From: zbyslaw owczarczyk	Read Replies (1) of 18016

Peppe, CSCO-Bosch Telecom, NT lost LMCS contracts to NN and now CSCO is making moves to catch up in wireless space.Most likely more to come. CSCO CEO on last cc said that managment ploatform in ATM is the key, and CSCO would like to have the ATM platform capable to manage several thousand of nodes per domain within year and tenths of thousand within two year. NN is now selling the platform which manage 30-50 k to BT,C&W,SBC and others.Is this in your poinion bias toward NN to. Are telcos so naive?.Many times you have mentioned that in the near future CSCO will have switches which will destroy NN. Guess, who was SBC No2 choice? Regards Zbyslaw

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