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


To: William E Hodal who wrote (3895)3/25/1998 11:10:00 PM
From: OrionX  Read Replies (1) | Respond to of 18016
 
Got this from the yahoo forum.

"First entry on this board having viewed the correspondance for a while. Not much help about so maybe this will start a new trend. I'm not sure of the protocol here so posting 'rumours' may be out of order. Anyway my hope is that someone else may have firmer info or can confirm / deny this contribution.

Two weeks ago I heard from an internal source that NN had clinched a deal with Cable & Wireless to supply hardware valued at $200M to support an ATM network. Asynchronous Transfer Mode is the new generation of NN products which have taken over from the traditional TDM (Time Division Multiplex) range, Mainstreet label.

The news is apparently 'common' knowledge within the company but not pubic unless I have missed it or is 'old' info. Explanation for this is poor marketing ? I can't believe this ! Controlled release, yes.

If this were true would it have a significant impact on the share price ? Can anybody good with figures estimate the potential effect or would it simply be a barometer of better things to come for NN. "

Back in December, several people, one of which I know, bought big time Jan/Feb calls because a BIG deal was coming down. The so called deal may have been just a rumour or it was delayed. The info apparently came from someone inside NN. The deal mentioned above, may be true or may be just another rumour. However, this potential deal, if it is real, fits very well with the size of the expected deal forecast back in December 97. Anyone hear anything remotely connected to this probable deal/rumour? Even reality starts with a rumour.



To: William E Hodal who wrote (3895)3/26/1998 10:41:00 AM
From: jenghis khan  Read Replies (1) | Respond to of 18016
 
Re: Any comments as to why you think NN lost German contract?

Mephisto was referring to the following news:

Thursday March 19, 1998

Newbridge shares down - Reuters - 10:01 pm
biz.yahoo.com
Newbridge shares fall after contract loss - Reuters - 5:11 pm
biz.yahoo.com

Jenghis



To: William E Hodal who wrote (3895)3/26/1998 5:52:00 PM
From: pat mudge  Respond to of 18016
 
Mark your calendars. June 1-5, ATM Year 98 will be held at the San Jose Convention Center, San Jose, CA.

Keynotes by:

L.S. (Stagg) Newman, Director of Technology Analysis, Office of Plans and Policy, FCC.

Geoffrey A. Moore, Author of Crossing the Chasm, Chairman and Founder, The Chasm Group.

Dr. Terence H. Matthews, Founder and Chairman, Newbridge Networks Corp.

Also from NN, Joel M. Halpern, Principal Engineer, will lead an all-day tutorial, Monday, June 1, 9:00 - 5:30 p.m., on ATM routing as defined by the ATM Forum PNNI group.

For more information:
atmyear.com

The exhibitor list is a Who's Who in ATM.

Later ---

Pat