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Technology Stocks : Newbridge Networks
NN 14.41+0.4%3:00 PM EST
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To: pat mudge who wrote (9863)2/26/1999 8:44:00 AM
From: Technopeasant  Read Replies (1) of 18016
 
What can you say. . .

So, Cisco's route in to the market is to buy its way in. Vendor financing with a lease-back. Perhaps this gives us another pointer to the way competition will develop in this area, and give us another potential answer to the question of what NN plans to do with its steadily expending war-chest. It may be forced to commit a fair chunk of up-front money to vendor financing.

If that is the case it really is another argument for going big or going home.
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