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

To: pat mudge who wrote (12906)	8/23/1999 12:35:00 PM
From: Ian@SI	Read Replies (1) \| Respond to of 18016

Interesting story at: seminews.com Don't know if this will be found in any NN products any time soon, if ever. Ian. +++++++++++++ Siemens, IBM to collaborate on SiGe ICs for mobile networking systems A service of Semiconductor Business News, CMP Media Inc. Story posted 9:15 a.m. EST/6:15 a.m., PST, 8/23/99 MUNICH -- Siemens AG's Information and Communication Networks division here has joined a growing list of systems makers and chip companies working with IBM Corp. to implement next-generation products using silicon-germanium process technology. Under an agreement announced today, Siemens and IBM Microelectronics plan to work together on SiGe system-on-chip designs for high-performance mobile networking communications systems. ... SiGe technology promises to not only significantly increase performance and lower power dissipation but it also can support the integration of radio-frequency (RF) functions with digital circuits. ...

To: pat mudge who wrote (12906)	8/23/1999 1:18:00 PM
From: Peppe	Read Replies (3) \| Respond to of 18016

Hi Pat, I don't see the relevance of size of ATM core switches in what started as a software reliability discussion re: LU and MCI, but I digress. My 2 cents as follows: Problems will occur in fast growing networks. Problems will definately occur in networks using disparate vendors. What astounded me the most on the recent MCI failure was that it took 10 days to fix the problem. The CSCO/AT@T outage was fixed in 24 hours. I think this will ultimately hurt LU the most in future network bids. The technology keeps leap-frogging each other. Having the fastest switch or the lowest cost per port is a temporary advantage if that. Having robust software and a team prepared to stand behind it's products will win the next phase of the internet explosion. On another note, what are investors to look for in the NN report tomorrow ? Are they expected to announce any new wins ? Is NN's LMDS solution now generating revenue ? TIA, peppe

To: pat mudge who wrote (12906)	8/23/1999 2:11:00 PM
From: gbh	Read Replies (1) \| Respond to of 18016

Pat, thanks. As to scalability, from 50 to 320, I hope its a better solution than Ascend uses to scale from 25 to 100. As I understand it, they simply trunk 4 links across four fabric boards. So yes, the ability to switch 100Gb/s of data is there, but so is a 4x latency. Hence, they don't sell much (or any) of this configuration, but they can put "scales to 100Gb/s" in their literature. A true 320Gb/s low latency ATM fabric, would be a true acheivement, if it actually comes to pass. ASAIK, FORE currently owns the highest true ATM fabric throughput at 40Gb/s. IMO, right now, it takes 25Gb/s to play in the core of the major carriers. And these guys will be looking for 50 to 100 over the next 12-24 months. This should position NN well, should they deliver on time. gary