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Technology Stocks : Newbridge Networks
NN 15.87+2.5%Dec 5 3:59 PM EST
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To: michael a. rowe who wrote (11251)5/6/1999 8:50:00 PM
From: zbyslaw owczarczyk   of 18016
 
Mr Fun,Alan stated that NN is already shipping against 115 millions.
Single product???:
a) 36170/LMDS consider this as new product. Both CSCO and ASND do not have it.
b) 36177 light core switch
c) 36140 access switch
d) 36144 access switch
e) 4000 based on 36170 cofiguration for class 4 circit switch replacement
f) 36170/FR,ADLS,TDM,CE. ASND need two or three boxes to do it.

And everthing based on the same manadement platform.

If you add ATM/IP function to be announced soon and already shipped ( listen carefully to last CC)
you will be surpride how many products NN has.

Overall, 40+% of Q3 280 WAN packet was ATM, and the rest.....
Q4 WAN packet was 320

I am not counting TDM at all

S Even with current problems NN entire WAN packet growth 15+%,
with ATM much more.

ASND last three quarter growth in core segment(FR+ATM) was :flat(Q398),25%(Q498) and 3% (Q199)

NN:15%, 35%, and last 35+%

Sure ASND do not have the eproblems b/c demand for FR+ATM is weeker.

Zbyslaw
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