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Technology Stocks : LAST MILE TECHNOLOGIES - Let's Discuss Them Here -- Ignore unavailable to you. Want to Upgrade?

To: elmatador who wrote (5841)	11/4/1999 11:07:00 AM
From: MikeM54321	Read Replies (1) \| Respond to of 12823

Elmatador, Thanks for your postings regarding Newbridge. I bet you are surprised (as is yours truly) about NN's DSL and LMDS products. Your Merrill article, dated 24 September titled, "Newbridge Networks -- Is it Time?," was on the money about where NN was, is, and has to be. Kind of reminds me of Tellabs in a way. But the big difference is the cockaroach, Titan 5500, came to the rescue for TLAB. Birck made it very clear that TLAB thought the new products were a necessity in 1999. But they didn't come online in time, and those that did, were not big sellers (yet) for them. But in spite of this, TLABs was still quite successful. Thanks to the older Titan 5500 product. Obviously in NN's case, the older 12Gb machine did not (at least in the US) have the same success and is hurting them badly now. So can the current success of NN's DSL and LMDS products keep NN going until they bring on their new 50Gb and 320Gb machines? That's a tough question. Terence is exactly right in a couple of respects. He has a lot of carrier contacts all over the world. And as last mile access is coming on strong, the metro/core carrier networks have to be strengthened. Only problem is, NN's competitors are all well aware of this too. So NN's 50Gb and 320Gb machines will be met with fierce resistance. But NN does have one advantage that I think a lot of NN investors overlook. It's their installed base. This has always intrigued me the most about NN. So now I'm wondering, as Terence stated, can a incumbent supplier leverage their installed base and get the 50Gb and 320Gb machines in the front door? He believes so. But I'm not knowledgeable enough to know if there is any technical advantage that can be used to work the 50/320Gb machines into their existing carrier customer base network. And of course, another big question investors and customers ask. Can they execute? As judged by the stock price, most investors say probably not. But the jury is still out regarding their customers. Being in the right place, at the right time, can overcome a lot of screwups. So I'm wondering if this is where NN is sitting now? All the above is just me thinking outloud. MikeM(From Florida)