Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Peppe who wrote (13280)	9/13/1999 10:09:00 AM
From: zbyslaw owczarczyk	Respond to of 18016

Peppe,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. LOL a)edge ATM devices:36170 platform is used quite often on edge.With 50 gig in the core and 320 on the edge of the core 36170 will migrate closer to customer premise. From IXC Com."The Gemini2000 network combines advanced technology from industry leaders Cisco Systems, Nortel Networks, and Newbridge Networks. Cisco provided the majority of routers for the network, including the GSR 12000 series of gigabit routers. Nortel supplied Layer 1 optronics equipment, including the OC-48 and optical interface cards. The ATM/Frame Relay access switches that pass traffic to the network are from Newbridge. " ixc-comm.com Also look at map of the network to see where 36170 is placed. I also encourage you to visit NN products portfolio, to see 36150 switch which delivers data,voice and TV!!! over ADSL. Perfect business case for telcos:internet+ TV. routers :do not forget about Northchurch and IronBridge limited class4 solutions: before you said this, better search more who is interested in NN class 4 solution NN ATM platform run DWDM too no cross connect products, no ADMs, or SONET gear. again look at NN home page for product solution, and who is using them enterprise: looks to me that you forgot that 20% of NN business is from WAN enterprise. What about NN/ATT in IBM recovery network,Bank One, CitiBank etc. Regards Zbyslaw

To: Peppe who wrote (13280)	9/13/1999 10:25:00 AM
From: pat mudge	Read Replies (1) \| Respond to of 18016

Peppe -- Many of the products you mention have never been targetted by NN. In the areas they do target, they have 350 carrier customers globally and continue to add to that list every quarter. Conversely, Cisco hasn't been able to keep their carrier customers in the area under discussion. 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. Is Cisco delivering complete solutions? If so, please address their problems at Telia and Sprint. Pat