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

To: Rob Riordan who wrote (13662)	10/15/1999 9:11:00 AM
From: ubrx	Respond to of 18016

Thanks Rob. My guess is NN will be over $24 by then. Jim

To: Rob Riordan who wrote (13662)	10/15/1999 10:14:00 AM
From: pat mudge	Respond to of 18016

News on Cisco from Telecom 99 (not good for Ciena): >>> Cisco and Alcatel See the Light Router vendor forms new optical group, while telecom supplier ups its optical investment David Newman Optical networking vendors made relatively few product announcements at Telecom 99, but some companies in this market say they're making major investments that will likely lead to intense competition--and lower prices for consumers--over the next few years. Cisco Systems Inc. (San Jose, Calif.), already the dominant IP router vendor, is about to form a new division, to be called the Optical Transport Group (OTG). The group will include employees from three optical companies acquired by Cisco: Cerent Corp., a manufacturer of optical add-drop multiplexers; Monterey Networks Inc., which is developing all-optical cross-connects; and Pipelinks Inc., a vendor of Sonet/SDH routers that groom access traffic for transport over network backbones. OTG hasn't yet been officially announced, but it will likely be headed up by Cerent chief executive Carl Russo, according to Cisco. Russo will report to Kevin Kennedy, senior vice president of the company's service provider business unit, Cisco said. Alcatel S.A. (Paris) announced at Telecom 99 that it is adding to its already considerable investments in optical networking. The French telecom equipment giant said it will spend more than $100 million to effect a sixfold increase in its worldwide manufacturing capacity for optical components. The bulk of the investment will be spent to double the size of an existing optical manufacturing facility in Nozay, France, near Paris. When the expanded facility is completed next summer, it will have more than 120,000 square feet of manufacturing space, Alcatel said. Also, as previously reported, Alcatel is spending US$80 million to purchase two ships for laying undersea cable, adding to its existing ship fleet. The fleet will allow Alcatel to take further advantage of the huge demand for cabling: This year, the company expects 200,000 kilometers will go under the world's oceans, up from just 50,000 km in 1996. >>>>>