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

To: Luc Glinas who wrote (4905)	6/3/1998 10:44:00 PM
From: Dennis R. Duke	Read Replies (1) \| Respond to of 18016

Alan Lutz was in charge of enterprise networking at CPQ as I understand it. That area was rumored to be looking at buying ASND at one time. A rumor also placed a DD team at ASND at the time of the other rumor, and that rumor was from a person who knew someone on the DD team. So CPQ looked at ASND IMHO. Alan Lutz's appearance at NN means to me that the company maybe looking at expansion or improvement of marketing of enterprise hardware, ala CPQ's line of networking products. But clearly under Lutz he wanted more, if in fact, they were looking at ASND. I know ASND much better that NN, so I do not know yet the product lines available from NN to say if Lutz is adding great benefit. I could also throw a wild guess and say that Lutz might have left CPQ to be in a better networking company given CPQ did not move on ASND. But that is pure speculation. BJ Johnson, VP of CPQ in his address to the Ethernet Gigabit conference last year, at around the time of this rumor, said that ATM was the only way to feed gigabit enterprise systems. And it was not ATM in the LAN, but ATM in the WAN that he was talking about. I asked him directly after his presentation. So the conviction for ATM seems to have been there for CPQ. ASND and NN are two major players in the emerging ATM/WAN area. Let's hope that this is the start of something. CSCO's Stratacom is not considered a great product. And even John Chambers said so in the last CC. So my two ATM companies could have a shot at a good run here. Frankly, I trust are lucky lady, Pat Mudge. I talked her into Ciena, and she hung on longer than I and correctly so. This one I am hanging around for, I hope long enough to enjoy it for its full potential. But we will see what the market, margin and all does to me. Dennis