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Technology Stocks : Newbridge Networks

NN 16.87

+4.7%

Dec 16 3:59 PM EST

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To: Doug who wrote (10741)	4/9/1999 12:21:00 PM
From: Glenn McDougall	Read Replies (1) of 18016

I think the last part of the story says a lot about where Newbridge is going. <Newbridge might hold an edge in this future battle, at least in financial terms, because most phone companies are gradually replacing their circuit switches. Many of the latter happen to built by Nortel and Lucent, which will naturally face a decline in related service and upgrade revenue. These giants could easily make up for the shortfall by convincing major customers to upgrade to their new data technology, but the transition could prove awkward. Newbridge, which makes data switches, doesn't face this issue.> From a Nortel prospective the deal is more of a strategic win with potential for future contracts that LU had been expected to win. Regards Glenn

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