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

To: Frank Ferrari who wrote (4504)	5/13/1998 3:23:00 PM
From: pat mudge	Respond to of 18016

NORWOOD, Mass., May 13 /PRNewswire/ -- Analog Devices Inc. (NYSE: ADI - news; ADI) today announced that Newbridge Networks (NYSE: NN - news; TSE: NNC - news), a leading manufacturer of telecom networking solutions, is using ADI's AD20msp910 ADSL chipset to build high-density digital subscriber line capability into the MainStreetXpress(TM) 36170 Multiservices Switch and MainStreetXpress 27020 ADSL modem. Frank -- There's some irony in NN's getting its ADSL from ADI and not TXN. When I first become interested in Newbridge it was because of the MainStreetXpress alliance and what I knew would lead to xDSL capabilities and most likely through Siemens. Now, discovering NN has its own solution using ADI's chips, I'm feeling like an alien disguised as human --- or vice versa. So, yes, I now have another ADSL play, but it's not the one I anticipated. I'll do my best to get NN to use TXN's chips, if fo rno other reason than to get my loyalties straight. Truth is, TI doesn't have the C6X available yet so anyone who wants chips has to go to ADI --- or ALA, and word has it Alcatel's had some problems of its own. What I don't understand is why NN doesn't use Siemens ADSL and funnel it through the alliance. Siemens has been working with TXN/AMTX on ADSL for over two years so why is NN doing parallel research? Why doesn't one OEM from the other? This makes me think the alliance isn't as strong as I'd like to believe. Perhaps someone who knows how these things work can illuminate me. What are the politics involved? Miss Muffet's confused --- and will probably worry the issues "like a mad dog a dead geranium. . ." Later -- Pat