SI
SI
discoversearch

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: Yu Weifeng who wrote (3742)3/18/1998 2:33:00 AM
From: pat mudge  Read Replies (1) | Respond to of 18016
 
What effect does the BAY situation have on NN in the near term?

In the carrier market, BAY does high end routers. NN does none.

In the corporate market, BAY does switched fast ethernet, switched token ring, and ATM LAN. NN does none.

Their products do not overlap at all.

Pat



To: Yu Weifeng who wrote (3742)3/18/1998 3:45:00 PM
From: Mark Kubisz  Respond to of 18016
 
In the near term, I think it will provide an excuse for some to take profits. In the longer term, its a good buying opportunity. IMO.