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Technology Stocks : Newbridge Networks

NN 12.54

-0.5%

10:03 AM EST

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To: Dennis R. Duke who wrote (7632)	11/23/1998 9:04:00 AM
From: zbyslaw owczarczyk	Read Replies (1) of 18016

<However we think the focus of the new alliance with Siemens will primarily be in European markets. Over time we expect Newbridge will develop other large partners in North America and other markets.> Almost all contracts signed in US over the last 12month did not mentioned NN/Siemens alience as a winer of a contract.On the other hand all major wins in Europe said "Siemens/NN alience".We all know the NN is using Siemens distribution to sell products in Europe,but this should not prohibit NN to seek new partner in US.Siemens has also seperate alience with 3COM, despite NN-Siemens-3COM alience.As I have mentioned to Peppe,several weeks ago NN-LU alience in US is possible. Zbyslaw

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