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

To: Peppe who wrote (4755)	6/3/1998 11:45:00 AM
From: Tunica Albuginea	Read Replies (2) \| Respond to of 18016

Peppe, by now a lot of your questions have been answered. I will clarify the issue of No of employees: it is the combine NN and Siemens forece that has 6500 engineers ( NOT just employees) working only on ATM. Now for some forwarding thinking, which is primarily what investors should be concerned about: Can you say NN&COM&COMPAQ&Siemens together?? GG. Here is my rendition of Lutz's recent interview on TechWeb: techweb.com Lutz: There are an enormous number of smaller companies that have great technology.( Read NEWBRIDGE ) What they lack is marketing and sales. With that flow of product ideas, I thought we should concentrate our activities on making our distribution capabilities in networking as strong as our distribution capabilities in PCs. If we can do that, there may not be a need to do a large acquisition in order to achieve Tier 1 status. InternetWeek: OK, but you mentioned remote access, and a lot of the Tier 1 players are moving further into the WAN. How far can Compaq get into that space? Lutz: The more Compaq moves into the public WAN space through this access activity, the closer we get to the equipment that is used by the service providers to allow people to access and to concentrate that traffic and move it through the network. We have several insights into what's going on, and that's a natural space for us. InternetWeek: Would you get into WAN switching gear-ATM, frame relay? Lutz: I think there are partners available to us ( Read: NEWBRIDGE )that are already very strong in that area. I wouldn't think that it's particularly prudent to try to reinvent that at this point. InternetWeek: Do you think that xDSL technologies are heading down the same road as ISDN, or is there something different this time? Lutz: I really do think there is something different. The Internet has become the killer app. InternetWeek: But the telcos are probably going to be a barrier, just because they're still going to have to pay for their ISDN equipment by selling ISDN services. Lutz: I have to say that the response to the Universal ADSL activity by all the carriers has been very positive. If they don't move quickly, the cable providers probably will, so there's a natural race going on. We're reasonably agnostic with respect to which network wins. We expect that both of them will split the market, and we want to be in both spaces. =================================== Bought some more NN today: No pain no gain, GG, TA