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Technology Stocks : Newbridge Networks
NN 12.96+8.3%Nov 24 3:59 PM EST

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To: ricky who wrote (7137)10/26/1998 10:00:00 PM
From: pat mudge  Read Replies (1) of 18016
 
Is Telstra a customer of NN ?

Ricky --

I think I have your answer. I talked to a former GM for Asia Pacific and he said currently NN's doing quite a few projects with Telstra but the region is technically Siemens' and any major contracts will come under that umbrella. Telstra NZ is a different story. There NN is a "major provider." I asked about the current RFP and he said, "NN would definitely be involved."

The other likely bidders would be Nortel, Siemens, Ericsson, and Alcatel. However, ALA's wearing a dunce cap right now. Something about not meeting commitments and being reprimanded.

Reading over the press release, I'm trying to pick up clues:

Moriarty said choosing the right prime contractor is the key to Telstra's network evolution. "When we've evaluated who is our best partner, the next step is to define detailed equipment needs. This is a rapidly changing marketplace and standards are yet to be fully defined. As was the case with PCs in the late 1980s, you can't be assured of compatibility if you mix and match."

Moriarty said customer demands and expectations will drive Telstra's network direction. "Over the next five years Telstra will retain a strong telephony focus, but calls of the future will be made over data networks rather than a traditional telephone network," he said.

"Digital exchanges installed as part of Telstra's network modernization program will be able to give valuable service for many years. However, to support emerging Internet protocol (IP) based services such as the Internet, world wide web or voice on Internet, different infrastructure enhancements are required."


It appears the voice infrastructure won't be scrapped and while it will remain a strong focus, future needs will also have to be considered.

Where it says, "This is a rapidly changing marketplace and standards are yet to be fully defined. As was the case with PCs in the late 1980s, you can't be assured of compatibility if you mix and match," I take this as a message to networkers that their systems have to be compatible with what's in place right now.

Anyone know what Telstra currently has? In other words, who has the edge?

Just trying to read the road signs.

Pat
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