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: zbyslaw owczarczyk who wrote (17917)	3/19/2000 10:27:00 AM
From: Bob Howarth	Respond to of 18016

Z. I am skeptical about "enterprise networking". Seems hard to make money here with high margins. LU I think is spinning it off, and NN never had much luck here either. With ALA, don't they also have a huge traditional voice sector for circuit switched voice networks like LU does? NN still has traditional TDM though it is phasing out over time. Think I will spend today reading the NN 10Q to see if something in it explains why ALA plummeted over 10% last week, while LU,NT were up, and CSCO was about unchanged. What we need before this quarter ends are some BIG deals. ALA has hinted a couple were in the works, but I don't know if they meant in this current quarter.