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Technology Stocks : Newbridge Networks -- Ignore unavailable to you. Want to Upgrade?

To: Ian@SI who wrote (12697)	8/13/1999 3:24:00 PM
From: pat mudge	Respond to of 18016

I only wish they could manage their company in such a way to satisfy the Street. I believe they're close and once the numbers come in on target, the street will recant. Pat

To: Ian@SI who wrote (12697)	8/13/1999 3:57:00 PM
From: Hagar	Read Replies (3) \| Respond to of 18016

I don't know why I feel I need to respond. I guess I feel it was directed to me. I also don't know why I feel the need to defend Stratacom and Cascade here. I'll try not to ramble. These two companies, in particular, built product for a select set of customers who guided them on the requirements. And they both succeeded very well in delivering what the customer wanted. I believe this is how successful companies usually operate. The high tech road side is littered with the best technologies. Reliability and redundancy are behind all these products, they wouldn't be where they are without it. Certainly some service providers (specifically ISPs) hated to give up the resources for redundancy and believed in "restarts". I think those days are gone. The three companies mentioned developed product for different markets: Stratacom delivered Frame Relay services to replace X.25, Cascade delivered high density interface and high density circuit platforms to assist routers and Newbridge (using their international experience) delivered ATM services to replace X.25. These networks are converging (sorry about using that word). The noise made about the internet drowns it all out. That network has evolved into packet based edges, ATM trunks for traffic engineering purposes. Some are buying time by throwing bandwidth at the problem. IP traffic engineering solutions seem a ways off. ATM services are ramping up. If you think TM is a genius for building a product for that market, great. Its a great product for ATM services, just like that market asked for. I'll stop before I offer my opinion on NN packet solutions and besides I'm rambling.