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

To: zbyslaw owczarczyk who wrote (4956)	6/4/1998 3:45:00 PM
From: pat mudge	Read Replies (3) \| Respond to of 18016

Zbyslaw -- Perhaps TM hired CPQ's Alan Lutz to help increase visibility on this side of the border. NN's left out of networking lists every day. Do you think newscasters think they're in the telecom --- LU-Siemens-MOT-ALA --- side of the fence? Maybe I'll write to Joe Kernan and see if he can enlighten the troops. Later -- Pat

To: zbyslaw owczarczyk who wrote (4956)	6/4/1998 11:00:00 PM
From: Peppe	Respond to of 18016

Z.O. <So, let buy sheep CSCO so we big boys can make monaey, before it bcome obvious that the world of routers is over.> Ah, now your just trying to provoke me !! He who lives in glass house should not throw rocks !! The router business, my friend, is doing quite well. But what most people don't realize is that CSCO generates more revenue from switching than routing. It's why all those analysts love this company. CSCO leads the market in ethernet switching revenue by far. Ethernet switching is at least 2.5 times more revenue than all of NN's revenue (TDM included). And at higher margins. Pretty cool, don't you think. And oh, by the way, when NN sells frame relay ports, what do you think gets connected at the end of that frame relay port 8 out of 10 times ? All together now, a CISCO ROUTER !! You should take the time to get to know the CSCO kid a little better. They've been very good to a lot of investors for a long time. You might actually enjoy making money on some of your investments. Cheers, Peppe