Have you, by any chance, figured out what various NN affiliates might be worth. It is easier to calculate CKEYF, but not too sure how you would go about it for others. I am just wondering if they are reflected in NN share price.
I've wondered the same. Other than knowing what percentage of the company they hold, I doubt NN would break out numbers in terms of revenues --- nor would the companies themselves. It is worth noting that while NN's website states the companies holds anywhere from 25 to 49% of their affiliates, in the case of CKEYF, NN owns 31.4% and TM owns another 22.5%. The total held by NN, TM, and CKEYF officers and directors is 87.7%. I'd call that committed management.
Check out:
newbridge.com
Dr. Jenkins and Joe Culp are also major shareholders in CKEYF.
Other major shareholders:
James Avis, Peter Charbonneau, both NN executives; and Roger Maggs, Chairman, Celtic House.*
I suspect names from the Chairman's Executive Council show up on other affiliate shareholder lists.
Back to Cambrian, when I met with Alan Lutz and John Lawlor, I asked about their potential in the DWDM market and was told analysts were saying it was considerable. I also know from talking to folks at Cambrian they're ahead of their competitors in time-to-market and have a lead in technology as well. In the metro market, not long-haul.
Besides CrossKeys and Cambrian, there's also ACC with its award-winning Tigris access products and Vienna Systems with leading VoIP technology.
Note their recent joint announcement from Supercomm:
<<<
VIENNA SYSTEMS AND ACC ANNOUNCE CARRIER-CLASS IP TELEPHONY GATEWAY
Vienna/ACC Carrier Gateway scales to 1500 ports
- Enables fast, reliable delivery of IP services
Atlanta, Georgia - June 9, 1998
- Vienna Systems Corporation, a leading IP Telephony systems provider, and Advanced Computer Communications (ACC), a leading provider of network access solutions, today announced their joint collaboration to integrate Vienna's IP Telephony technology and call processing capabilities with ACC's award-winning Tigris family of multi-service remote access concentrators (RAC). The new gateway will deliver a scalable, high-performance and fault-tolerant IP Telephony architecture that carriers need to effectively deploy widespread voice services over the public Internet and private intranets.
The Vienna/ACC Carrier Gateway is based on industry standards, incorporates network management features and interoperates with current carriers' operation support systems (OSS). It will be distributed through both companies' channels worldwide.
"New and traditional carriers have been deploying Vienna's Gateways and Call Processing Servers in various sized IP voice networks for some time," said Kent Elliott, president and chief executive officer of Vienna Systems. "But they have been waiting for the technology to further mature to enable expansion of current deployment at manageable and cost effective levels. This new, highly concentrated gateway will provide a key component of Vienna's VoIP solution that will allow our customers to reach even more of their installed base and win new business by providing superior IP-based services. We chose the ACC Tigris platform because it met our need for a high quality, reliable, carrier-ready routing product with IP Telephony integration."
Bert Whyte, president and chief executive officer of ACC says, "As IP traffic demands continue to dictate the convergence of voice and data, and competition heats up in the service provider market, voice over IP is emerging as a widely accepted form of communication. We chose Vienna's scalable architecture so that we could offer rapid service deployment, overall network scalability and customized services to help our customers deploy large IP telephony networks. And, because the Tigris architecture can handle more routing protocols than competing systems and it is built from the ground up to meet stringent telco standards, it will help minimize customers' downtime and maintenance requirements."
Vienna/ACC Carrier Gateway
Designed to address carrier's requirements for high concentration points bridging the PSTN and IP voice networks, the integrated gateway from Vienna and ACC features:
Call control through Vienna's unique Call Processing Server (CP Server) and Services Control Node (SCN) for dynamic call set-up, routing and billing management.
IP connectivity and PSTN interface capability to link existing voice and data networks to the Internet via T1, T3, E1 and PRI connections reducing toll charges, consolidating networks, and enabling the deployment of new applications.
H.323 compliance to ensure interoperability with IP products from multiple vendors.
Base product will support up to 1500 ports per shelf.
High performance and high density benefits offered in the Tigris RAC for scalability and easy migration to emerging technologies.
Two gigabyte packet bus to ensure low-latency packet transfers for voice applications and high-speed backbone access via ATM.
ACC's exclusive Call-by-Call technology that enables DSP resources to be intelligently assigned dynamically to a variety of services including voice and data services on a common pool of ports from a single platform.
Vienna Systems Technology
Vienna Systems' modular end-to-end IP Telephony system includes gateways, centralized user administration, service deployment software and desktop products to make IP telephony functions reliable and easy to deploy and use. Vienna's end-to-end IP telephony system includes:
Vienna's CPServer, delivering the infrastructure to support network to network signaling, allowing for virtually limitless scalability.
Vienna SCN, providing secure, reliable access management and dynamic routing for Vienna IP Telephony Clients and Gateways.
Vienna IP Telephony Gateways, based on PC and imbedded platforms, link traditional telephony networks to IP networks, allowing reductions in toll charges, network consolidation and enabling new applications.
The ability to stack multiple gateways together so they appear as a single large gateway that handles hundreds of ports and thousands of users simultaneously.
Backup and capacity overflow functionality to maximize system availability.
The Vienna Carrier Gateway is based on the Vienna IP Telephony Gateway and continues to offer carriers the ability to efficiently deploy a variety of customized IP-based services, including lower cost fax services, local or long distance service, Virtual Private Network services, second line residential phone service bundled with Internet service, improved connectivity, productivity for home offices and virtual office capability for "road warriors".
Vienna's IP Telephony gateways are used in a number of commercial networks, including those deployed by Qwest Communications, Telia, VIP Calling, Rocky Mountain Internet and TeleMatrix. Its gateways are also in various stages of tests/trials with carriers around the world.
Tigris RAC
Tigris brings to the Vienna/ACC Carrier Gateway the only RAC that gives carriers and Internet Service Providers (ISPs) a comprehensive solution to meet their customers' Quality of Service (QoS) requirements. To maximize traffic throughput under congested link conditions, Tigris uses ACC's exclusive Express Queuing? feature to assign priority levels to traffic according to Layer 3 protocol type, source, and destination address. The company takes this a step further with Fast Path Queuing?, which allows users to specify the link path based on traffic type and/or address.
The Tigris family of multi-service remote access concentrators combines dial-in and dedicated access with wide-area networking and superior routing. The family is comprised of 3-, 7-, and 11-slot access platforms and a series of optional dual 10/100 Mbps LAN, universal WAN, multifunctional DSP resources, and T1/E1 modules. The NEBS-compliant platform consolidates equipment and access lines, maximizes network flexibility, simplifies management and maintenance, and ensures reliability.
Advanced Computer Communications
ACC is a leading manufacturer of integrated remote access and internetworking products that provide cost-effective solutions for service providers and corporate enterprise networks. ACC leads the industry in the development of Virtual Private Network technologies and solutions designed to address emerging applications for both public and private networks. ACC's products are sold worldwide directly and through strategic channel partners. ACC is a Newbridge affiliate.
Vienna Systems
Vienna Systems is a recognized leader in the global IP telephony market. Vienna's IP Telephony switching products enable service providers to offer new services and enter new businesses. The company designs and manufactures hardware and software products to distribute voice, fax and video calls over Internet Protocol (IP) networks - both corporate intranets and the public Internet. The company offers a true end-to-end solution ranging from end-user products to large-scale gateways. Vienna Systems has an international installed base and has partnerships with a number of industry leaders. Vienna Systems is a Newbridge Networks affiliate. For more information, visit Vienna's Web site at www.viennasys.com.
ÿ>>>>
* Brothers Alex and Nicko van Someren founded nCipher last November with a 1 million-pound ($1.6 million) investment from Celtic House Investment Partners, a group of private investors which includes Terence Matthews, the chairman and CEO of Newbridge Networks.
techweb.com
fei.org.uk
NN Affiliate Strategy:
newbridge.com
telexiscorp.com
Affiliate links:
nCipher:
ncipher.com
ncipher.com
FastLane:
fastlanetech.com
digital.com
fastlanetech.com
newbridge.com
ACC
acc.com
acc.com [amazing list of white papers]
acc.com
[In 10-Q it states NN holds 65%]
Applied Silicon (47.6% owned by Comverse Tech.)
newbridge.com
ocri.ca
<<<OTTAWA, Ontario, September 6, 1996 -- Following Newbridge Network's acquisition of a 30% equity position in Applied Silicon , Canada, the ASIC Board of Directors has voted to change the company's name to Telexis Corporation. Telexis becomes the newest member of the growing family of Newbridger affiliated companies. >>>>
[Telexis and Televitesse merge:]
Telexis
Televitesse
telexiscorp.com
telexiscorp.com
newbridge.com
Castleton
castleton.com
castleton.com
[Castleton merges with WestEnd]
castleton.com
castleton.com
<<<On September 18, 1997, Castleton Network Systems Corporation announced the signing of a royalty-based Letter of Intent for a Major Development Project Agreement and Software Licensing Agreement with Newbridge Networks Corporation. Castleton, the experts in packet voice technology and a developer of innovative and high performance network access products, is a Newbridger Affiliate. This worldwide agreement will see Castleton's AssuredVoiceT packet voice technology integrated into Newbridge's Frame Relay products, as a result of joint development activities between the two companies.>>>
West End
newswire.ca
westendsys.com
westendsys.com
<<<In addition, West End has signed an agreement with Lucent Technologies, formerly part of AT&T, for Lucent to distribute the WestBound 9600 product line in Europe. This relationship has already generated significant results and demonstrates the acceptance of West End's products by a world class organization.>>>>>
Starvision [co-founded by Peter Briscoe and George Lipski, developers of ATM]
starvision.com
starvision.com
starvision.com
starvision.com [Siemens OEM]
starvision.com
newbridge.com
<<<Newbridge Establishes Televitesse R&D Center In Quebec
Newbridge has opened a new research and development center in the province of Quebec. The facility -- to be named for its anchor tenant, Televitesse Systems Inc. -- was recently inaugurated at a ceremony attended by municipal, provincial and federal officials.
The 37,000 square foot facility will initially house the employees of Newbridge Affiliates Televitesse and SpaceBridge Networks Corporation. These rapidly growing companies expect to hire more than 200 new employees over the next four years for positions in software, systems and hardware engineering, making this site one of the largest private telecommunications R&D centers in Quebec. Total investment in research and development to be conducted in the center over the next four years is expected to reach Cdn$50 million.
Established in 1994, Televitesse is performing research to perfect a number of multimedia technologies including accesTV, the world's first intelligent, digital, news alerting software.
SpaceBridge Networks Corporation, a recently announced Affiliate with joint investment from Newbridge Networks and COM DEV International Ltd., is focused on the development of broadband products for multimedia satellite networks. >>>>
TimeStep
timestep.com
timestep.com [Network security info and white papers]
Transistemas S.A.
From a recent NN 10-Q:
>>>Non-Controlling Interest
The non-controlling interests' share of subsidiary net earnings of $1,762,000 in the third quarter fiscal 1998 and $1,503,000 for the first nine months of fiscal 1998 relate principally to the net earnings of Transistemas S.A., an Argentine distributor and systems integrator of networking products. The non-controlling interests' share of subsidiary net earnings of $2,632,000 in the third quarter and $4,625,000 in the first nine months of fiscal 1997 were derived from the activities of Transistemas S.A., Coasin Chile S.A., a Chilean systems integrator of networking products and Advanced Computer Communications ("ACC"), a manufacturer of local area network bridges and routers. The Company has a 51% equity interest in both Coasin Chile S.A. and Transistemas S.A and a 65% interest in ACC. >>>>
Tundra [TM is Chairman]
tundra.com
<<<Tundra was formed fromNewbridge Microsystems, a division of NewbridgeNetworks Corporation, and retained all of the employees, assets, intellectualproperty, contracts, and customers of Newbridge Microsystems. . . .Tundra is owned by its employees, private investors and Newbridge NetworksCorporation, a world-leader in communications networking equipment. Asa NewbridgeAffiliate, Tundra benefits from access to both senior management adviceand a broad range of advanced infrastructure services, such as a world-classMIS system. The Affiliate structure allows Tundra to better leverage itstechnology resources and expertise while maintaining our independence.>>>>
tundra.com
<<<Kanata, ON., October 15, 1996- Tundra Semiconductor, a leading provider of VME and PCI bus-bridging components and an emerging leader in the National Capital Region's semiconductor industry, today held its first annual general meeting as an independent company and Newbridge affiliate. Terence Matthews, Chairman and CEO of Newbridge Networks, Danny Osadca, President and CEO of DY4 Systems, Inc. and Chuck Thompson, recently retired Senior VP and Director of Worldwide Marketing at Motorolar Semiconductor Products Sector, were among the eight senior industry representatives elected to Tundra's board of directors. >>>
[Having MOT as its key semiconductor partner doesn't give me warm fuzzies.]
Vienna Systems
viennasys.com
viennasys.com
[Two excellent articles on VoIP:]
data.com
teledotcom.com
<<< Qwest is using IP gateways and networking products from Vienna Systems Corp. (Kanata, Ontario) and Cisco Systems Inc. (San Jose, Calif.) for its IP telephony service. AT&T will not divulge what technologies it will use in its trials, nor will it comment on the service quality it expects to deliver. Qwest says its approach will enable it to deliver a high service quality. >>>>
viennasys.com [OEM with Siemens]
newbridge.com
<<<Vienna System's board of directors includes Terence Matthews, Chairman and CEO, Newbridge Networks; Peter Sommerer, President and COO, Newbridge Networks; Charlie Bass, General Partner of Bass Associates and co-founder of Ungerman-Bass ; Peter Mikutta, owner and Managing Director of Telemation, a major LAN value-added reseller (VAR) with headquarters in Frankfurt, Germany; Scott Marshall, Executive Vice President, R&D for Newbridge Networks; and Kent Elliott, President and CEO of Vienna Systems and formerly a senior executive with TMI Communications and Mitel Corporation. Newbridge will acquire a significant minority interest in Vienna Systems and will provide infrastructure support and marketing support for Vienna. >>>>
Bridgewater
bridgewatersys.com
newbridge.com
<<<Mr. Somers, formerly Vice President and General Manager of the Network and Service Management Business Unit at Newbridge Networks, enjoyed a long tenure with Newbridge before co-founding Bridgewater with Russ Freen, Vice President of Research and Development at Bridgewater. Mr. Freen, also a Newbridge veteran, was most recently Assistant Vice President of R&D at Newbridge and one of the architects of its very successful Newbridge Management Executive family of network and service management systems, a comprehensive and complete end-to-end management system for private and carrier networks.>>>
bridgewatersys.com
That's about it for now.
If I missed any, please let me know.
Pat |
