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

To: zbyslaw owczarczyk who wrote (5846)	8/4/1998 10:42:00 AM
From: Luc Glinas	Respond to of 18016

So The main question is, how much $$ does that contract will bring to NN. Hoping that we will see an impact on the stock. So long Luc

To: zbyslaw owczarczyk who wrote (5846)	8/4/1998 1:49:00 PM
From: pat mudge	Read Replies (2) \| Respond to of 18016

Zybslaw -- Good release. Good timing, too. NN's the bright spot in my stock universe today. BTW, if you get time, could you explain how the 36170 and 36190 differ in terms of SS7 protocol? It seems to me the 170 uses SS7 and the 190 both uses it and speaks to all systems that do. Sorry to be so dense on this issue. Where does CrossKeys come in? Do their management systems compete with whatever Stratus does? I guess what I'm asking is what does Stratus have that NN and/or CrossKeys doesn't. I read CrossKeys' press on Altus, but NN wasn't mentioned. Is there another product that's geared specifically to them? Using Peter Lynch's admonition that you shouldn't invest in anything you can't draw, allow me to take out a box of crayons. First I would draw a big 170 switch with brain cells capable of forwarding any calls to me no matter how many times I moved or changed my number. Then I would draw a globe with dots representing telcos all around the world. Each C/O using 170s would be red and all other competing switches would be a different color. Ascend's would be yellow, Cisco's black, Nortel's purple, and so on --- black speaks to black, yellow to yellow, green to green. Now, as the 190 is deployed I'd no longer have to use my red crayon, but could use them all --- red, green, black, yellow, purple, and any others used by lesser players. The rainbow-colored 190 would speak to them all. Am I close? I recognize SS7 does more than local number portability, but what I want to know is whether Ascend's purchase of Stratus gives them a rainbow switch before NN/Siemens. Thanks for any enlightenment you can give. Pat