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

To: gbh who wrote (13148)	8/31/1999 10:00:00 PM
From: fumble	Respond to of 18016

<<fumble, the IBM/CSCO deal press release talks about a programmable network processor. This would not be the Prizma switch fabric. I believe this is a not yet announced product.>> gary, I was thinking more about the chips that IBM will be selling to CSCO rather than the 3rd party c-port processor.

To: gbh who wrote (13148)	8/31/1999 11:54:00 PM
From: Thomas DeGagne	Read Replies (1) \| Respond to of 18016

>CSCO's Lightstream product uses an MMC Networks switch fabric. >Not sure what the newer Stratacom switch used That's odd. MMCN was down 40% today based on the fact that this deal will lose them business. MMNC admitted this in a press release. Therefore the newer Stratacom gear or another product must be more significant. If you find out who makes the fabric for this gear please post it. PMCS's new Abrizio division might be the winner in future CSCO products but this is just a guess. Ok, maybe a dream. I'm very long PMCS (@$7.50 !!!!!!)