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

To: pat mudge who wrote (5285)	6/23/1998 5:21:00 PM
From: Techwatch	Read Replies (1) \| Respond to of 18016

Pat, To get the details (including where the fact that MCI will at most have 22 36170 switches by the end of 1998) I suggest the following: 1) get credible contacts within the equipment buyers themselves (customers) 2) get credible contacts within the equipment vendors (sellers) 3) find a few trustworthy financial analysts 4) once in a while use the credible market sizing research firms You really need to do a lot of research and use more than one source so that you can verify your findings.Take company press releases and even meetings with execs with a large grain of salt. Pat, if you do this you will find info like I included in my previous post as well as the fact that BT only had 16-17 36170 switches installed by the end of 1997 and they will only add another 5-7 in 1998. Your are correct in thinking USWest was a substantial account for NN - but you need to realize two things: First - NN was kicked out back in 8/97. they have not sold a thing since that time and infact have not even made a sales call. Second - "Substantial is a relative term. USWest installed 62 36170 switches so sure, NN may consider that "substantial" (FYI - for a point of reference USWest has nearly 400 Ascend B-STDX 9000 switches...is that more or less equally substantial? I guess you ask either NN or Ascend that one) Pat, as with all vendors, try to seperate their claims with what is really happening. In the case of NN, there are some lofty claims that their WAN Packet revenues led by the 36170 switch is growing at a phenominal rate. This may be true, all I'm trying to do if find out where the vendors like NN are winning, what is being installed and what is there current momentum so that I can make my own educated decisions. I'd rather not allow positive (or negative) sound bites by a companies press release or management sway my thinking. And as for your question on who has a 60 Gbps switch, nobody does. No even Newbridge. I find it hard to believe that they will ever be able to deliver that pipedream - hell, they can't even make the 20 gbps 36190 work and they announced it over a year and a half ago!