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

To: j g cordes who wrote (5935)	8/12/1998 5:31:00 PM
From: micromike	Read Replies (2) \| Respond to of 18016

Here is some interesting reading Message 5449624 George, Who will be the biggest losers as all-optical networks and IP eventually replace SONET and ATM? Thanks in advance! Message 5480272 Let me try a spontaneous hit on this. The obvious losers are the intelligent network vendors; the problem is that the leaders in Sonet et al are also leaders in WDM, ie Lucent, Nortel, Siemens, Alcatel, Tellabs, and such. So the losers will be the big networks that bet on managed bandwidth with its complexities over big bandwidth with its simplicity, scalability, and flexibility, pushing the intelligence to the edge. Sonet vendors can be truly big losers with WDM, which allows add-drop functions without processing the entire bitstream as Sonet requires. These losers include all the RBOCs and probably Sprint if it sticks big time to its ION, with per bit metering and ATM everywhere. Newbridge has bet big on ATM but is shifting aggressively now. Companies like PairGain that hide under the T-1 umbrella and ultimately Microsoft, which is optimizing everything for quality of service, compression, and control from the desktop. Hey, this is a offhand guess, but the price was right. ---

To: j g cordes who wrote (5935)	8/13/1998 4:44:00 AM
From: pat mudge	Respond to of 18016

Good news from BT re: Concert: <<< THURSDAY AUGUST 13 1998ÿÿUK & Irelandÿ TELECOMS: BT in $1bn Concert deal By Christopher Price British Telecommunications is to pay $1bn for MCI's 24.9 per cent stake in Concert Communications following the takeover by rival US telecoms operator, WorldCom. The move will be the final transaction in the lengthy episode which saw the UK telecoms group vying with WorldCom for MCI, only to be trumped by a $37bn offer from the US company last year. MCI took its stake in Concert in 1993 when the international communications venture was formed. At the same time, BT took a 20 per cent interest in MCI, for which it is due to receive $7bn when the takeover by WorldCom is complete. BT recently announced a $10bn global venture with AT&T and yesterday said that after the Concert transaction, responsibility for distribution of Concert services in the US would be given to the US telecoms group. However, MCI will also continue to distribute Concert services in the US for a further two years as part of the termination agreement. News of yesterday's transaction had been expected. The surprise was the price, which was at the higher end of analysts' forecasts. BT's agreement with AT&T last month will see the two companies pool their international operations in a joint venture. The move will generate an initial turnover of $10bn and operating profits of $1bn. It will also handle 25bn minutes of telecoms traffic annually. <<<