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Technology Stocks : Newbridge Networks

NN 13.85

+6.9%

Nov 25 3:59 PM EST

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To: joe who wrote (9497)	2/10/1999 4:51:00 AM
From: nord	Read Replies (1) of 18016

I have some thoughts regarding the 3Com Siemens NN trilogy. To be a major supplier for the new bundled broadband telco industry you need the complete package. 3COM space [LAN/ personal connectivity], the most powerful flexable ATM backbone in the industry NN, combined with the marketing size and influence of one of the worlds largest conglomerates makes me think that this trinity could take all involved to the next level. To compete with LU, Cisco, TLAB, etc takes a complete product offering. About 3Com With more than 200 million customers worldwide, 3Com Corporation connects more people to information in more ways than any other networking company. 3Com delivers innovative information access products and network system solutions to large, medium and small enterprises; carriers and network service providers; PC OEMs; and consumers. 3Com -- More connected. For further information, visit 3Com's World Wide Web site at 3com.com or the press site at 3com.com. Siemens general reference page marketguide.com Pat it seems to me the relationship is headed for primetime. What form it will take jv consolidation or some combination makes sense to all involved. Regards Norden

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