Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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 -- Ignore unavailable to you. Want to Upgrade?

To: Peppe who wrote (12088)	6/30/1999 2:51:00 PM
From: zbyslaw owczarczyk	Read Replies (1) \| Respond to of 18016

Peppe, do you remember what is NN stake in Juniper. I saw somewere 2%. It is listed as alliance money , but in fact NN put it in. If 2%, it seems that nn earned money for another smart aquisition. BTW,NN 36180 ( 50 gig) is outpacing JNPR 40 gig not only with respect to multiservices capability bit also with speed. Simpler 320 , in labs by the end of 1999 will have 8X capicity, not mentioned 1.5Tbit IP/ATM on the same management platform from IronBridge. And the beauty is NN does not need to pay a lot for Ironbridge and Northchurch, since the company and TM 's Celitc House own 50+% and there will not be any bitting war. Regards Zbyslaw

To: Peppe who wrote (12088)	6/30/1999 3:19:00 PM
From: Bill	Read Replies (1) \| Respond to of 18016

Seems a huge premium is being placed on software capabilities and perceived future penetration of the Internet core.