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Strategies & Market Trends : The Thread Formerly Known as No Rest For The Wicked -- Ignore unavailable to you. Want to Upgrade?

To: Tim Luke who wrote (75533)	11/29/1999 11:25:00 PM
From: coachdad	Respond to of 90042

Yepperdo! He works hard, isn't paid what he's worth, has to beg for donations, all the while doing good for others, go figure! But i know folks like you and others on the wicked help fill the gap, God planned it that way. seeya in the morn. coachdad

To: Tim Luke who wrote (75533)	11/29/1999 11:51:00 PM
From: Captain Jack	Respond to of 90042

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.

To: Tim Luke who wrote (75533)	11/30/1999 6:46:00 AM
From: mickeyg	Read Replies (4) \| Respond to of 90042

Tim, saw an article from Reuters in London this morning to the effect that shares in Marconi shot up by 10% yesterday as investors piled into what they view as a "high growth, technology stock"! CS part of the growth??? m

To: Tim Luke who wrote (75533)	11/30/1999 8:33:00 AM
From: kathyh	Read Replies (1) \| Respond to of 90042

good morning... cs news Tuesday November 30, 7:59 am Eastern Time Company Press Release Cabletron Captures 97% Market Share in Layer 3 WAN Switching Dell'Oro Group Ranks Cabletron's SmartSwitch Router #1 in Total WAN Port Shipments ROCHESTER, N.H.--(BUSINESS WIRE)--Nov. 30, 1999--Cabletron Systems (NYSE:CS - news) today announced that its application-aware, wire-speed SmartSwitch Router (SSR) has captured the number one spot in total shipment of Layer 3 switched WAN ports, according to the Dell'Oro Group. ``WAN modules set Cabletron's SmartSwitch Router apart,' said Chris Stix, managing director at SG Cowen and Company. ``High port density T1 and T3 capabilities make the SSR ideal for service provider applications, particularly on the WAN edge of the network. This has traditionally been a router stronghold, but next-generation products - such as Cabletron's SmartSwitch Router that combines high-speed routing and switching, with a full complement of WAN capabilities - will be the product of choice for service providers moving forward. The SSR is the clear market leader in this space.' ``Cabletron is reducing the cost of the network edge infrastructure and enabling the delivery of new, managed services by offering an all-in-one solution that encompasses high-speed WAN access with the security, bandwidth provisioning and QoS of Layer 3 switches,' explained Bill Burger, Cabletron's senior marketing director of service provider solutions. Leading ISPs such as Mindspring Enterprises (NASDAQ:MSPG - news) and EarthLink (NASDAQ:ELNK - news), established carriers such as China's Shanghai JinShan Telecom and Korea's Daewoo Telecom, emerging broadband network providers such as Australia's UEComm, and cable operators such as Adelphia Communications, are all deploying the SSR in their networks. The Layer 4 capabilities of the SSR, along with rate limiting, leading QoS capabilities, access control and accounting, enable these providers to deliver leading hosting, Internet access and multimedia broadband services. Cabletron's SmartSwitch Router family continues to earn recognition for its industry-leading performance and functionality, obtaining Internet Week Magazine's ``Best of Breed' Award in May 1999, as well as ``Product of the Year' from Network Magazine in May 1999. The ``Q3 Shared Hub and LAN Switch Report,' issued by the Dell'Oro Group on November 18, 1999, also found that Cabletron's SSR was number one in the Layer 3 modular switching, with 31.6% market share for the period July through September 1999. This marks the third consecutive quarter that the SSR has had number one market share in the fastest growing segment of the data communications market. (See related announcement, dated November 18, 1999.) About Cabletron Systems Cabletron Systems, a premier provider of world-class networking solutions, delivers reliable network access and communications to millions of people worldwide. With scaleable products designed for Global 1000 enterprise networks, service providers and small businesses, Cabletron is the e-business communications specialist in the Internet economy. Listed on the New York Stock Exchange for more than a decade under the symbol CS, Cabletron is an S&P 500 index company. Cabletron's web site can be reached on the Internet at cabletron.com. -------------------------------------------------------------------------------- Contact: Cabletron Systems Ann Kelly, (603) 337-2588 akelly@cabletron.com