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: Frodo who wrote (16627)	1/26/2000 9:35:00 AM
From: zbyslaw owczarczyk	Respond to of 18016

Frodo,if we assume that it is true (despite NN denial), by selling 3dsl division for example to ALA, NN would rise lots of cash to growth its core and edge ATM, as well as LMDS which growth most likely will exceed that of DSL. The major source of revenue in 3dsl is 350 access node, not ATM switches. If ALA would agree to buy ATM switches form NN( they go along with 350 access node in 3dsl deployment)plus use core and edge ATM switches for its customers (distribution a la Simemens)then such scheme can work. But of course it is only speculation and chance for such sales are very small. Just my opinion. Zbyslaw