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Technology Stocks : Newbridge Networks
NN 12.53-1.5%Nov 19 3:59 PM EST
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To: Doug who wrote (11234)5/6/1999 4:01:00 PM
From: Win-Lose-Draw  Read Replies (1) of 18016
 
Further since NN is helpless and there is no alternate source these Suppliers are in a superb monopoly to raise prices at Contract renewal time.

This would be true for CSCO, ASND, etc as well. That being said, any Si vendor who tried to screw a customer like that during a time of excess fab capacity is pretty much slitting their own throat. I wouldn't be to worried about it. That's the ASIC side, can't speak to other components.
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