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

To: Glenn McDougall who wrote (5001)	6/6/1998 1:46:00 PM
From: Brett Nelson	Read Replies (1) \| Respond to of 18016

Great article, thanks Glenn. I was impressed with Lutz's realization that NN needs better PR. After all, this is an ATM provider who is routinely left out of networker laundry lists. Case in point: good article discussing consolidation in telecom equipment industry in weekend edition of Investors Business Daily (page A8). You guessed it, no mention of our poor NN. As Lutz says, "A lot of people don't know much about Newbridge. We have to strongly improve our marketing organization and that's an area of great near-term focus." "Newbridge is oriented towards substance and we have to learn more hype in order to be able to compete with that engine (CISCO). " I was impressed with Lutz. Let's hope his "100 day plan" bears fruit.

To: Glenn McDougall who wrote (5001)	6/6/1998 2:35:00 PM
From: pat mudge	Respond to of 18016

We've got 1,800 very, very bright engineers and what they have done has been excellent. I think we have to complement that with world-class marketing. A lot of people don't know much about Newbridge. We have to strongly improve our marketing organization and that's an area of great near-term focus. That's such a powerful interview, it's hard to pick out one portion to quote. The above speaks to us as investors. Making NN known. Loaded to the gunwales? You bet! Later -- Pat

To: Glenn McDougall who wrote (5001)	6/6/1998 2:42:00 PM
From: Thomas Scharf	Respond to of 18016

Lutz gained high marks with me when he said "Maybe I don't know what I don't know." This is the mark of a wise man. Based on that interview, I'm optimistic that his vision for NN just might work. Only time will tell if there is substance behind the style. A question to anyone: When Lutz was a Compaq and Nortel, did he make a positive impact or was he just a "care taker" type of manager? Thomas

To: Glenn McDougall who wrote (5001)	6/7/1998 2:00:00 AM
From: pat mudge	Read Replies (1) \| Respond to of 18016

The soundtrack from Hunt For Red October's playing in the background --- sort of appropriate considering all the intrigue the recent mergers and acquisitions have created. Your assignment --- should you decide to accept it --- is to speculate on the importance of Cambrian Systems to NN. If TLAB would pay $4.4b for CIEN based on its DWDM technology, how much is Cambrian worth? And since it's an affiliate of NN, how hard would it be for someone to walk in and take it over? Does anyone know what percentage NN holds? How about TM, does he hold some separately? Once an affiliate goes public, as CrossKeys has, it's easy to find out. Alas, Cambrian's still private. You have to read these press releases carefully to find out just where LU is in its development of a Metro-link. It appears they have something far enough along to trial with MSFT, but in one release they say they won't be shipping until 3Q 1999. Lucent's sitting mighty close to NN's sweetheart and I don't know if I should be thrilled or a little worried. Perhaps they're co-operating as a defensive move against CIEN. I'm really out in left field on this one and need some help. Okay, that's it. Next post from Atlanta. :) Pat newsalert.com <<<Under the Microsoft trial, US West will design and install the high- capacity network that will use Lucent's equipment including asynchronous transfer mode (ATM), Internet Protocol (IP), and optical networking technologies, that allow more information to be passed on a network and at higher speeds. The Lucent WDM technology splits light beams on fiber optic cables into several colors, letting one strand of glass in a cable carry as much as 40 times more information than a single beam of light. >>> newsalert.com <<<. . . Butters said Lucent has tested 1400 nanometer lasers with AllWave Fiber, and expects to deliver AllMetro DWDM systems to customers in the third quarter 1999. Lucent is currently working with select customers to determine how best to use the new fiber spectrum to their advantage. >>> newsalert.com <<<CAMBRIAN SYSTEMS: Cambrian & Lucent to demonstrate interoperability of optical networking systems (>>> cambriansys.com <<<Cambrian started the development of its WDM system in 1996 and first deliveries are expected in early 1998. Cambrian Systems is led by Don Smith, Chief Executive Officer, Gino Totti, Vice President, R&D, and Dave Milton, Assistant Vice President, Photonics R&D. The company has established partnerships with world-leading photonics device companies.ÿ>>>> Affiliates page from NN website: newbridge.com Ownership of affiliates: newbridge.com <<<Newbridge Affiliates In 1992, Newbridge Networks initiated a strategy of establishing and investing in Affiliate companies, and has since formed a strong family of companies offering specialized products and services synergistic with its main business. The potential benefits of this approach to Newbridge and the Affiliates are significant. It allows Newbridge to leverage the synergies of common distribution, market knowledge, operations and purchasing to attack emerging markets from multiple points of strength. These multiple points of strength provide a competitive advantage that is not easily duplicated in the marketplace. This strategy requires that the affiliated companies take on worldwide product mandates that complement the core product/business strategy of Newbridge. The typical ownership of an Affiliate held by Newbridge is between 25 and 49 percent. Outside investors typically own one-third with the remaining third of the equity retained by the Affiliate's senior management and employees. This allows the Affiliate independence to pursue its own business objectives with the assistance of a stable long-term shareholder. The ultimate goal is that the Affiliate will go public at which point Newbridge would continue to hold at least 25 percent.>>>