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 15.28-1.7%Jan 21 3:59 PM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: pat mudge who wrote (10147)3/8/1999 8:32:00 PM
From: Peppe  Read Replies (2) of 18016
 
Pat,

I can't disagree with you more on this one. Do you think that there would be a G1 contract without Siemens ? Can Newbridge replace 20% of their revenue ?? I doubt it.

If by value you and Doug are inferring share holder value, who's stock would drop more if the alliance was terminated tomorrow ?

I'd argue that Siemens could replace NN's products with an alliance with FORE. They admittedly don't have products as mature as NN, but Siemens has great relationships with European carriers and that's the value they bring to NN.

Who would NN use to replace Siemens ?

JMO,

Peppe
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News