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

To: zbyslaw owczarczyk who wrote (5278)	6/22/1998 11:00:00 PM
From: pat mudge	Read Replies (1) \| Respond to of 18016

Has anyone discussed this article on Ericsson's shopping list? <<< June 22, 1998 Ericsson to Be 'Opportunistic,' But Price-Wary in Data Buys By MARK BOSLET Dow Jones Newswires PALO ALTO, Calif. -- Telecommunications-equipment maker L.M. Ericsson Telephone Co. said it intends to be "opportunistic" in acquiring data-networking technology. But the Swedish company said its sense of urgency to enter the market will be tempered by a desire not to overpay. "You feel some pressure to do something quickly," said Gary Pinkham, who as vice president of business development and data-networking solutions oversees Ericsson's data-networking business in the U.S. But in a market where company valuations are very high, Ericsson wants to be sure any purchase creates shareholder value, he said. In that vein, Mr. Pinkham said he hasn't talked about a possible combination with 3Com Corp. Rumors have been swirling around Wall Street that Ericsson may be poised to snatch up the maker of modems, network adapter cards and data-networking devices. Mr. Pinkham said he views 3Com's CoreBuilder gigabit switching technology as potentially interesting to Ericsson, as well as the company's U.S. Robotics component and its PalmPilot. But 3Com's exposure to network adapter cards, where technology is expected over time to be swept into a computer's central chips, is less attractive, he said. Mr. Pinkham said Ericsson is interested in four areas of data networking. They are access technology, such as remote-access concentrators and ADSL technology; transport technology, such as wave division multiplexing; asynchronous transfer mode, or ATM, edge and core switches; and Internet protocol technology, such as software and high-performance routers. In the wake of Northern Telecom Ltd.'s proposed acquisition of Bay Networks Inc., there is "a lot of hype going on in the marketplace," Pinkham said, and the list of major data-networking companies is getting shorter. In this environment, Mr. Pinkham continued, he expects Ascend Communications Inc. will be purchased. Wall Street expects companies such as Lucent Technologies Inc. and Tellabs Inc. to be interested. Ericsson, however, is not going to be pressured into making a purchase it doesn't think will fit, he said. In an interview with The Wall Street Journal, an Ericsson executive said the company is looking at 10 networking companies in the U.S. and has begun acquisition discussions with three, each in the several-hundred-million-dollar range. >>>

To: zbyslaw owczarczyk who wrote (5278)	6/23/1998 12:02:00 AM
From: pat mudge	Read Replies (2) \| Respond to of 18016

Random links connecting NN and DT: newbridge.com <<< MainStreetXpress 46020 support extended to existing Siemens ATM Cross-connect (EWSX V2.1) to provide a migration path to the newer platforms for existing Siemens customers. This is now in-service at Swisscom and Deutsche Telekom. >>> newbridge.com <<< Large-Scale Voice and Data Integration The first phase of the project includes the backbone between Rio de Janeiro and Sao Paulo and 20 institutions in Rio and another 20 in Sao Paulo. The network is expected to grow to connect in excess of 800 points across the country. Later it will be expanded to provide international connections between institutions as well. According to Carlos Roberto Teixeira, Telecommunications Manager for ANDIMA, Newbridge was chosen "for the guarantee of quality of their products, especially for voice transmission, where Newbridge presented the best performance in the outcome of analysis of other competitors' solutions." Well-Connected Newbridge is already well-established in the region's telecommunications infrastructures. The networks used to provide the services and connections to ANDIMA from both the state-owned telephone companies TELESP in Sao Paulo and TELERJ in Rio de Janeiro, as well as the network providing the interstate connections from EMBRATEL are all based on Newbridge equipment and solutions. >>>