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Technology Stocks : Newbridge Networks
NN 17.08+0.4%Jan 23 9:30 AM EST
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To: micromike who wrote (10088)3/6/1999 4:49:00 PM
From: nick cash  Read Replies (1) of 18016
 
mike, re: siemens and nn status:

i questioned alan about this last week @ robbie stephens. his answer was pretty straight forward: look @ the jump in the level of business from siemens during Q3 (was ~19% of sales vs usual range of low teens). i asked if that was simply a reflection of bt business and he said no; it was broad based. he then also pointed out that a lot of tdm biz is thru siemens and tdm was obviously hurt by global economic forces so....... siemens was not only 19%, but 19% with poor tdm sales. kind of hard to argue with the numbers; and the numbers don't look like the business relationship bwtween the 2 is on the verge of collapse.

imo, siemens needs the 36170 at least as much as nn needs siemens right now and in the near/intermediate term. no questions they are going their separate ways on some things but, as the 36190 debacle has shown- put siemens in charge of a big switch project and it's doomed. the company moves at a glacial pace and thoughts that acquisitions of start ups will quickly displace nn are folly. if not nn's 36170 then whose switch will they sell? the lu/asnd gear- yea right. so, unless csco and siemens form an alliance (highly unlikely), nn is probably pretty safe for the foreseeable future.

all imo only....nick
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