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: larry pollock who wrote (15193)	11/29/1999 2:57:00 PM
From: zbyslaw owczarczyk	Read Replies (1) \| Respond to of 18016

Yes, I listened to ASND CC. If you want you can call LU, and may be they will send you a tape. As for McLelan he used to work for Warburg Dillon. Why he went lower? Zbyslaw P.S. Save the rest of questions for tomorrow

To: larry pollock who wrote (15193)	11/29/1999 11:52:00 PM
From: Captain Jack	Respond to of 18016

KANATA, Ont., Nov 29, 1999 (The Canadian Press via COMTEX) -- When Newbridge Networks Corp. put itself on the block, it triggered a flood of rumours. For the record, no company has confirmed interest in buying Newbridge, although chairman Terence Matthews mentioned four possibilities in an address to employees: Nortel Networks, Cisco Systems, LM Ericsson and Alcatel SA. Alcatel SA: The France-based telephone equipment maker has been acquiring U.S.-based firms, including Xylan Corp., in an effort to become a major player in voice-and-data networks. Alcatel is considered weak in products that use asynchronous transfer mode (ATM) technology, Newbridge's strength. Cisco Systems Inc.: Three years ago the California-based data networking king paid $4 billion US for Stratacom, a direct competitor to Newbridge. As a result, it's not clear what Cisco would gain by buying Newbridge, other than increased ATM market share and a longer list of potential customers. Cisco has resisted buying large firms outside California. LM Ericsson: Sweden's wireless telecom giant is developing its own ATM technology. Company officials have said they aren't interested in buying Newbridge but that could change if Ericsson customers start demanding ATM technology before the Swedes can deliver it. Nortel Networks Corp.: Canada's high-tech leviathan is the most logical buyer, geographically. Nortel is also a minor player in the ATM niche. The danger for Nortel is that investors could conclude that buying Newbridge is a risky distraction. Siemens AG-- This Munich-based conglomerate has a wide-ranging alliance with Newbridge and constitutes a major sales channel for the Kanata, Ont., firm. However, a year ago Siemens began to trim its operations to concentrate on businesses where it can be a leading player. Tellabs Inc.: This medium-sized phone-equipment maker, based in the Chicago area, is considered a top candidate. Tellabs is looking to get into the business of data communications equipment and last March its chief executive held informal acquisition talks with Matthews. (Ottawa Citizen) Copyright (c) 1999 The Canadian Press (CP), All rights reserved.