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 13.98+0.9%3:59 PM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: nord who wrote (9653)2/14/1999 7:39:00 PM
From: Doug  Read Replies (1) of 18016
 
Nord:
As for COMS, it too has tanked. The main fear there is that its technology is at the Consumer end (Last mile modems, NIC's & Palm Pilots). Traditionally these get driven to cheaper & cheaper outsourcing avenues including ASIA. This in turn may cause a squeze on Margins.

In the current state , COMS certainly has good potential for a Buy out by a CSCO or the likes. The thought of switching half had crossed my mind.

As for ATM, I fully concur that it is the Backbone protocol & the Edge router for IP/ATM is an even bigger market. All I want to know is what is NN's share of the pie in terms of revenue earnings & growth in realistic terms. A discussion on that will continue ad-infinitum perhaps ad-nauseam if NN's price contines on a sinusoidal trajectory. Only a linear chart display can put an end to that.

Regards.
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