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

To: j g cordes who wrote (5725)	7/26/1998 8:34:00 PM
From: Mir	Respond to of 18016

This is positive news for NN Any mention of Data in ATT/BT alliance is sure to create excitement for the Newbees. NN/Siemens/GPT alliance, Nortel, LU, CSCO are companies to watch for contracts in this Data Platform business. Watch for some of NN affiliates to get pieces of the pie as well. NN is definitely in a strong position to provide the Data backbone, Network Management and other services to satisfy Concert customers demands. Concert mainly serves business/corporate sectors where value added services like SLA, Service Guarantees are critical. VOIP services over intranets is another money saver for these customers. ATT/BT would be competing head-on with other alliances. Therefore, service deployment times will be very aggressive. I would guesstimate a 2 year period where all services are in place generating revenues. Let's see what Mr. Lutz has to say about this. Mir

To: j g cordes who wrote (5725)	7/26/1998 10:08:00 PM
From: pat mudge	Read Replies (1) \| Respond to of 18016

Where does NN fit in this purchase order opportunity? That would be a great question to pose on Tuesday's conference call. I posted the following list of URLs, linking NN/Siemens to BT and AT&T, to the Ascend thread: Siemens/NN and BT: w2.siemens.de BT has selected GPT, and the Siemens / Newbridge Alliance as the supplier for its CellStream Multi-service Network. The contract awarded to GPT includes MainStreetXpress switches, customer access equipment and network and service management from the Siemens / Newbridge alliance. This network will enable BT to seamlessly deliver a comprehensive range of services to its customers. w1.siemens.de "The new constellation will allow Siemens to further strengthen the company's presence in the very attractive British telecommunications market", said Koch. "The formation of the new companies Siemens Telecom Networks and Siemens Newbridge Networks will enable Siemens to expand its business with public network operators in the UK." Siemens and BT w2.siemens.de ft.com; #PqI_ The manufacturers supplying the key network components - Marconi Communications of the UK, Newbridge Networks of Canada and Cisco Systems - will share more than œ1bn ($1.65bn) of capital expenditure. Marconi Communications is expected to announce that it has been awarded contracts worth more than œ500m for the basic network technology. The UK company, formerly GPT before Siemens of Germany sold its minority stake to GEC in June, is a world leader in Synchronous Digital Hierarchy (SDH), a high capacity transmission technology which is "self healing" if faults occur. Some 2500 SDH systems are expected to be installed by the end of 2000. NN and BT mainstreetxpress.com mainstreetxpress.com NN and AT&T newbridge.com newbridge.com Research sites for the Global Economy: ft.com ft.com