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

To: Doug who wrote (15728)	12/14/1999 6:10:00 PM
From: Tunica Albuginea	Read Replies (1) \| Respond to of 18016

Doug, how big is France Telecom? biz.yahoo.com Thursday September 23, 8:11 am Eastern Time Company Press Release France Telecom Selects Newbridge Networks for National Multiservice ATM Network: Newbridge Solution to Deliver a Broad Range of Services to France Telecom Customers KANATA, CANADA/PARIS--(BUSINESS WIRE)--Sept. 23, 1999-- Newbridge Networks (NYSE:NN - news; TSE:NNC. - news) today announced that France Telecom, the world's fifth-largest telecommunications service provider, has selected the high-capacity Newbridge(r) MainStreetXpress(tm) multiservice, multi-access asynchronous transfer mode (ATM) platform to build France's broadband multiservice ATM network. Many hundreds of the industry-leading MainStreetXpress 36170 Multiservices Switch will be deployed in the initial three years of the contract. Beginning in October, France Telecom will begin to offer an extensive range of ATM-embeded services to its customers within France and beyond its boarders over its global network. The ATM network comprises the industry-leading MainStreetXpress 36170 Multiservices Switch - the largest selling ATM switch in the industry - and the MainStreetXpress 46020 Network Manager. The Newbridge solution enables France Telecom to deliver high-speed services with guaranteed quality of service (QoS). The network will support voice, data, Internet protocol (IP) and multimedia service offerings, including virtual private networks (VPNs), frame relay, permanent virtual circuit (PVC) and switched virtual circuit (SVC)-based native cell relay services. The network also supports Internet access, broadcast quality video and high-speed local area network (LAN) interconnection. ``Newbridge is delighted to be working with France Telecom on this global network,' said Alan Lutz, president and chief operating officer, Newbridge Networks. ``France Telecom's investment in the Newbridge solution confirms our position as the leading provider of broadband, multiservice, multi-access ATM networks throughout the world.' Installed in the networks of more than 350 service providers worldwide, the MainStreetXpress 36170 Multiservices Switch provides a broad range of interfaces and service offerings. These include native cell relay, circuit emulation for advanced private line services, voice-over-frame relay and ATM, IP-based virtual private line services, digital subscriber line (xDSL), and broadband wireless services. The MainStreetXpress 46020 Network Manager provides end-to-end network and service management. It permits network and service management across multiple technologies including, IP, ATM, frame relay and time division multiplexing (TDM). It also enables service providers to adapt their networks as the needs of their customers evolve, allowing them to quickly introduce new services. The 46020 Network Manager's high scalability means it can support and manage more than 250,000 service connections and permit more than 255 operators to monitor and manage the network at the same time. France Telecom, one of the world's leading telecommunications carriers, has operations in more than 50 countries and 24.6 billion euros in 1998 revenues. It provides businesses and consumers with a full range of services, including local, long-distance and international telephony, as well as data, wireless, Internet, cable-TV and value-added services. France Telecom is listed on the Paris Bourse and the New York Stock Exchange (NYSE: FTE - news). Newbridge Networks designs, manufactures, markets and services wide area networking solutions for Internet service providers; local, long-distance, and wireless communications companies; cable television carriers; and corporate customers in more than 100 countries. The Company leverages its relationship with a growing family of Newbridge Affiliate companies and strategic alliances with numerous other networking companies to deliver complete, end-to-end solutions. Newbridge customers include the world's 350 largest telecommunications service providers and more than 10,000 corporations, government organizations and other institutions. Founded in 1986, the Company employs more than 6,000 people on six continents. News and information are available at www.newbridge.com. ------------------------ Message #15728 from Doug at Dec 14 1999 5:41PM Z.O: I respect your views on ATM. However in the same time frame NN tanked, IP Routers did exceedingly well and IPO's making IP Terrabit routers took off. Surely if ATM was that hot we would have seen IPO's based on IP/ATM. I have not seen any. The fact is that our ATM stock NN is down during a peak in ATM technology. I would like to see the market(thru NN) respond to your claims. That will be the best proof that IP/ATM is still the protocol of choice for the Carriers.

To: Doug who wrote (15728)	12/14/1999 6:57:00 PM
From: zbyslaw owczarczyk	Read Replies (1) \| Respond to of 18016

It is very difficult to make good ATM switch. This is why LU paid big money for ASND. Why LU did not buy JNPR at 200 when was 100. They would pay less then for ASDN. Instead like NN they sold their 4% position. Many so call Tbit routers claim big speed, but what they are talking about is only scalability. The fastest so far is M-40(40 gig) from JNPR(router), ATM switch,after test is completed it will be NN 50gig. IP is a good food for IPO and lots of sturtup are going after this. BTW, NN ATM revenue gained 70% year over year. ASND/LU claimed near 100%. So Doug not growing? Ask more sophisticated question?,( and again the same argument I gave you many times and you are coming back again with doubts about ATM) Why big guys like SBC based Pronto project (6 billions) on ATM architecture. Why SBC did not take all IP architecture from JNPR or CSCO!!! Why BT is going (read BT white papers on they home page) big way with ATM architecture? Why BT and SBC are not buying great routers from JNPR, only all IP guys who do not count on providing QoS anytime soon. There are many of them and this is quite big market to fight for. Now you see CSCO and JNPR mainly in this space. Ask another question: why most of big corporate network are build based on IP over ATM. I have gave you several press releases in the past, and I am not going to search for them again Doug in the real world you will have many different type of networks. New carrier are very noisy about IP (in most cases they are building IP/ATM and call it IP see IXC Comm) b/c this rise they stock price and allow financing.All of them are loosing money. Big guys on the other hand, are building strong profitable business case more quietly. Zbyslaw

To: Doug who wrote (15728)	12/14/1999 9:32:00 PM
From: Michael M	Respond to of 18016

Hope you don't mind me jumping in, Doug. IMO, NN has been down while others have peaked, because Lutz lied to everyone on the planet. Big time. I wonder at some of the bright people on this thread that refer to NN dip into the mid-teens as anything other than an aberrant down spike. As awful as the last disappointment was, IMO, it hardly marked NN as a company on the ropes. In fact, if you cared to view NN interests in affiliates and start-ups as you would a conglomerate's, the quarterly earnings would have knocked your socks off. At this point, I expect nothing on the NN sale front until there is a number (any number) put out in the open by a suitor. Only then will you see stockholders putting pressure on the board for a sale. Absent such pressure, I have trouble seeing Terry biting on much less than $50 bait, if that. FWIW, if the new gear works and gets out the gate and if Flynn has the goods (I think he does), NN is a three-bagger or better in the next 12 months. P.S. to gbh -- Gary, you still keeping those beers warm for me :-) Wishing a merry little Christmas for all, Mike