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

To: pat mudge who wrote (13278)	9/13/1999 8:33:00 AM
From: Peppe	Read Replies (2) \| Respond to of 18016

Hi Pat, . But that's not the issue. The issue is who has the better carrier-class IP/ATM strategy Y'know, I think you hit the problem on the head. If indeed, CSCO and NN's successes were tied to IP/ATM strategies, I think the respective market valuations would be far different. The problem of NN fans is perhaps tied to the perception that NN has supperior product in ATM, ie, they will rule the networking world. The challenge with that theory is that NN shareholders are ignoring an important trend in networking. Customers are looking for complete solutions, not just vertically integrated products. NN has no product in CPE routers, ethernet switches, mid to high end routers, edge ATM devices, enterprise ATM solutions, cable head-end solutions, terebit routers (IronBridge notwithstanding). These are holes that exist in the data side. On the voice side they have no class5 solution, limited class4 solutions, no PBX(ip or otherwise). On the optical transport side, I NN is lacking in DWDM (why did they sell Cambrian !!), no cross connect products, no ADMs, or SONET gear. Somehow they have to compete with NT,LU and CSCO who aren't perfect in every space, but respectively own major chunks of the above mentioned markets. So Pat, I really don't think it's about IP/ATM strategy. It's about being able to deliver complete solutions that work, even if the ATM solution isn't quite as good or if their DWDM solutions are 40 wave lengths instead of 80 this quarter. LU and NT are learning the data world and CSCO is learning the carrier space. they will each have bumps along the road, but eventually, the 3 giants will rule the world of next gen carriers. NN will continue to be a minor irritation and, IMO, will get swallowed by someone in the race to get there first. That being said, I still think NN is a good investment. But they will never displace a CSCO. That war has been over for a long time. Cheers, Peppe

To: pat mudge who wrote (13278)	9/13/1999 9:05:00 AM
From: WTSherman	Read Replies (2) \| Respond to of 18016

Pat, Your points are well taken, as always. I guess my point is that it seems that some folks on here seem misdirected in focusing on CSCO and that they also seem to find some consolation in taking shots at CSCO. Since NN and CSCO don't really compete all that much with each other(yet) this seems odd. I also find it strange that so many derisive comments have been directed at CSCO management. Given what they have accomplished with that company I wouldn't find much solace, as a NN investor, in the notion that these people are clueless... Alas, I am not a CSCO shareholder. But the bottom line, for me, is that they have consistently executed on their business strategy and built a juggernaut in the process.