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: pat mudge who wrote (3663)	3/13/1998 10:38:00 PM
From: micromike	Read Replies (2) \| Respond to of 18016

Just a interesting article. Internet rapidly overtaking telephone traffic, MIT scholar finds freedomforum.org However, the major Bell regional telephone companies use a 20-year depreciation schedule for switches and other major capital investments. So they will still have billions of dollars on their books invested in equipment that will be out of date. --- Mike

To: pat mudge who wrote (3663)	3/13/1998 11:29:00 PM
From: Tunica Albuginea	Respond to of 18016

Nice review Pat; last time I talked to NN Investor Relations hey told me that NN is doing research on 150 and 500 Gb/s platforms that ought to be able to better handle the Internet telephony onslaught that Mike Assad's article is referring to, TA

To: pat mudge who wrote (3663)	3/14/1998 12:37:00 AM
From: rag2rag	Read Replies (1) \| Respond to of 18016

Look at what happened to Ascend and their GRF switch. I also think NN is ahead with SS7 which Ascend admitted it was working on but didn't have as yet. Pat, I realize you may have covered this in earlier post elsewhere, even so could you please elaborate or point me in the right direction Thanks in advance jag-dish

To: pat mudge who wrote (3663)	3/14/1998 12:43:00 AM
From: Brian Hutcheson	Read Replies (3) \| Respond to of 18016

some interesting facts from the Financial Post (Canada) In the march 12 issue there is an article on ATM it contains a pie chart of global market share in ATM . The leader is Newbridge with 25% , next Cisco/Stratacom with 20 % and N. Telecomm with 20% , Fore 10% and Lucent has only 5% of the market. It seems to me that Lucent or Northern Telecomm could gain marketshare very quickly by buying Newbridge . The article explains that it is tough to break into ATM unless you have a proven track record in it , major network operators want to buy only from suppliers they know and trust . As this is the technology for all WAN in the future , Lucent surely wants to break into the market . Brian