SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Newbridge Networks
NN 13.85+6.9%3:59 PM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Glenn McDougall who wrote (7058)10/21/1998 9:25:00 AM
From: zbyslaw owczarczyk  Read Replies (2) of 18016
 
Glenn,I am not proponent of sales of NN, but if you look at potantial buyers what company would you buy?: NN with 6000 people including 1700 excelent engineers, the best technology in packet in general (only Dell'Oro put ASND on No1 position on ATM in general,others Vertical System, IDC etc. named NN No1 !!!), global presence and technology like wireless access or WDM over multiservices! single platform which can manage up to 50k nodes per domain( others 300-500 only), or ASND with 1800 peple only.Anyone who do not agree should listen to ANSD CEO answering the last Q on CC!!! about technology which NN has but ASND not.Both company have similar amout of shares so why pay 70-80$ US for ASND if you can get NN with much more assets. If we look at NN contracts announcment vs ASND over last 12 or 6 monts NN looks much better.I do not care if this is US or european contract.Once NN will bring cost under control net prifit( %) will be similar to ASND.Internalional ATM is growing faster than US anyway.Today ASND refreshed old contrant with Bell Atlantic, which accoring to Bloomberg is worth 50-100mil.NN's SBC is over 300 mil and with oncoming merger most likely more.I encourage everybody to look at ASND and NN announced only contracts over last 12 months!!!. It is thrue that ASND is able to exercise many contracts faster, because many their customers are smaller service provider, but bigger telcos guarantee larger and more steady orders going forword.

Regards
Zbyslaw
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News