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Technology Stocks : Newbridge Networks

NN 12.73

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3:59 PM EST

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To: Peppe who wrote (10445)	3/22/1999 11:56:00 AM
From: pat mudge	Read Replies (1) of 18016

When will NN support MPLS ? When will they have layer 3 support? (IP/ATM) When will they offer web based management, with flow through provisioning capabilities ? These are the exact questions investors should be asking. NN's 50-gig's IP capabilities recently overwhelmed one of their largest customers. So much so, I'm told one rather arrogant US networker has been shut out of a lab trial. On the acquisition front, adding IP capability is critical to NN's success. However, in today's whacky capitalized markets, $ 1 Billion doesn't not buy you a CSCO killer. If there's doubts about NN's strategy to expand beyond their ATM core competency, they're founded on both their failures in the past (UB) and how much farther ahead the rest of the IP market already is. You forget 4 of the acquisitions involve companies in which NN already has major positions and I believe they have a minor position in the fifth. When you speak of "Cisco killers" in the IP/ATM space, keep in mind the small stone strategically hurled that felled a giant. Pat

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