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

To: zbyslaw owczarczyk who wrote (13135)	8/31/1999 2:16:00 PM
From: pat mudge	Read Replies (1) \| Respond to of 18016

Thanks for walking me through the CSCO-IBM stuff. Cisco has such a fantastic marketing dept., it's often hard to see the forest for the trees. Pat

To: zbyslaw owczarczyk who wrote (13135)	8/31/1999 3:14:00 PM
From: fumble	Respond to of 18016

<<remember that CSCO is a big player in enterprise market and many corporations which are serves by IBM will use CSCO routers and switches for enterprise. THis has nothing to do with IBM recovery network or other netwotk build by ATT solution( core and VPN). In fact Cisco could actually be accessing NN's ATM via ATT's Global Managed Network!>> It wouldn't look good if Cisco was directly using NN ATM equipment for their voice traffic. This agreement makes it indirect and also gives Cisco a chance to muddy the water a bit. <<The impetus for the Cisco agreement was the size of the market and the investment that would be required in order to compete. "We were in the data and network area but voice would require a tremendous investment. So we decided to partner.">> Maybe Cisco bent their sword trying to get their own phone system to work over their internal IP networks.