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

To: Mark R who wrote (3475)	3/3/1998 11:00:00 AM
From: pat mudge	Respond to of 18016

As for take over, TM has stated that his cash is kept to ward off possible acquisitions. Additionally he has said that if someone was successful in wresting control he would "set up shop across the street and hire everyone away". Given that TM probably owns all the property "across the street" and the land the NN sits on I think he has rattled enough sabers to ward anybody off who is an unfriendly outsider (Northern). But....Siemens on the other hand might be able to convince TM that he can grow faster/better with their resources in partnership with 3com. But I doubt it. That's what I needed to know. I know for certain Siemens won't do a repeat of their GPT acquisition. Cisco has products that compare with the 170 that I am told by people at Cisco can outperform the call processing capacity of the 170. As for the 190 that product is very much Siemens based so when and if it's successful, how profitable it will be to NN shareholders is a question.... This being the case, how much leverage does Siemens have with the 190? And vice versa, how much does NN have with the 170? Are both companies tied at the hip? Who has more power? Someone in the industry once said to me, "When you go to bed with a gorilla, what happens when he turns over in his sleep?" I'm a novice so may be asking the wrong questions. I do appreciate your help. Later -- Pat

To: Mark R who wrote (3475)	3/3/1998 11:25:00 AM
From: Bradley W. Price	Read Replies (1) \| Respond to of 18016

Mark, what is your take on the out of money options situation at NN. I understand everybody there is sitting on a bunch of worthless options. How is tm going to keep his talent, and might this possibly influence his attitude towards a merger? I apologize in advance if this is a stupid question! bp

To: Mark R who wrote (3475)	3/3/1998 12:56:00 PM
From: Tunica Albuginea	Read Replies (1) \| Respond to of 18016

Mark, when you have some time I would appreciate if you can clarify for a non-engineer ( me ) the comparative positions of NN v.CISCO in the ATM large backbone aerea. My understanding is that Cisco had no WAN until they bought Stratacom. However Stratacom's switches were smaller, in the 2 GB aerea and minimal to no International exposure. Meanwhile NN had 40% of the International ATM market (a well kept secret by TMs tendency not to appear on CNN (gg). It takes/took 1-2 years for telcos to test NNs and any new equipment to be installed. So now NN is in 40% of worldwide WAN market, with a 1 Terabit switch the 36190 and the smaller, scalable 2 - 12 GB, 36170 switch. On the other hand, Stratacom's was a fixed 2 GB switch My questions are, a)have Cisco/Stratagem bridged this gap?ie lead-time in development of better WAN switches for the Telcos? b) Given NNs lead-time this would seem an impossible task especially considering the Telcos strict requirements and their tendency once they are hooked up with somebody to stay with him. Telcos don't like to throw a big switch out the door and get a new model every 2 years. They prefer NNs scalable and upgradable models .Does CSCO have these scalable upgradable models? c)Can current CSCO products and consulting department develop a Nation 's telco backbone? If I am asking the questions incorrectly please correct me. Thanx for all your input. TA