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Technology Stocks : Lucent Technologies (LU)
LU 2.8200.0%Nov 7 9:30 AM EST

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To: Mr.Fun who wrote (4793)10/24/1998 4:49:00 AM
From: pat mudge  Read Replies (2) of 21876
 
Their sales to carriers are a tiny fraction of carrier market leader Ascend, #2 Newbridge, #3 Cisco or #4 Nortel.

Your post is excellent, though I find a few points of disagreement. According to Vertical Systems the ranking of ATM carrier systems is NN #1 with 25.1%, Ascend #2 with 20%, and Cisco #3 with 19.1%.

The following carriers appear to have made their decisions for their next-generation ATM vendors - BellAtlantic, GTE, Bell South, WorldCom/MCI, AT&T(domestic), Qwest, Frontier, Level3, Williams, NTT - All Ascend; SBC/PacTel, Stentor, Cable and Wireless, Deutsche Telekom - All Newbridge. Several carriers have made initial purchases but still are considered up in the air - British Telecom, France Telecom, USWest, Sprint, various consortia (e.g. global one pan european network). Once a network gets up and running, it is nearly impossible to displace an incumbent.

Deutsche Telecom has chosen NN/Siemens' MainStreetXpress products:

<<<
NETWORLD+INTEROP, Atlanta, Georgia, October 21, 1998 -- Siemens and Newbridge Networks (NYSE: NN; TSE: NNC) today announced that Deutsche Telekom, the third largest telecommunications service provider in the world, is taking the lead in launching a next-generation switched broadband service for corporate customers, using the industry-leading Siemens / Newbridge MainStreetXpress 36170 MultiServices Switch and the MainStreetXpress 46020 Network Manager. Launched under the brand name, T-Net ATM, this dynamic, flexible service offering delivers switched virtual circuit (SVC) services to meet customers' changing bandwidth and network requirements, depending on the applications being used. >>>>

A year ago MCI chosen NN/Siemens for a similar contract:

prodweb.newbridge.com

I know there'll be new announcements now that they've merged with WorldCom, but I don't think it's fair to call the race yet.

BellSouth International recently chose NN, as well.

I'm having trouble finding contract announcements for GTE. Could you provide URLs?

Thanks.

Pat
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