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

To: zbyslaw owczarczyk who wrote (15073)	11/25/1999 12:07:00 AM
From: Charlie Tuna	Respond to of 18016

I see the mfg outsourcing plan as a contra signal of selling the company.The only way Flynn would make such a major decision like outsourcing is if the company was allready sold and the new the buyer was allready calling the shots.I doubt that this is the case.A more likely explaination,this is just another last ditch attempt at keeping NN viable.Either way Flynn is getting the NN house in order. "Contracting out mass manufacturing is also being planned. ``(It's) going to happen very, very fast. I think some of our competitors took six to nine months, I hope to do it in half that time,' said Flynn. ``New product introduction is something we want to keep in house...untilwe have the product stable, we wouldn't outsource that.'"

To: zbyslaw owczarczyk who wrote (15073)	11/25/1999 1:19:00 AM
From: Doug	Read Replies (2) \| Respond to of 18016

Z.O: LU and NT are extremely keen on promoting Fibre. If the 128 channel DWDM is proven , there will be a surplus of Fibre capacity . In that event, it is likely that we will again see dedicated channels on Fibre in lieu of Copper. Currently we are transmitting Point to Point, on IP, on ATM, on Sonet. With the availability of channels , OWAD capability and optical cross connects, it will likely be IP to Fibre directly and channel selection depending on the QoS demanded by the client. How will this scenario affect the demand for the next generation ATM switches.?