Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Glenn McDougall who wrote (6324)	9/2/1998 9:01:00 AM
From: Ian@SI	Read Replies (2) \| Respond to of 18016

Glenn, Financial Post put a different flavour on the NT-BAY merger. Both companies have a checkered background re mergers. BAY struggled when created from the merger of Wellfleet and Synoptics (if I remember correctly). NT wrote off all acquired assets when it tried to enter the Data arena almost 2 decades ago (I think it was Sycor and Data-100 that they acquired). Hopefully, they learned their lessons well at that time. In any case, these are "interesting times". Ian.

To: Glenn McDougall who wrote (6324)	9/2/1998 10:20:00 AM
From: pat mudge	Read Replies (2) \| Respond to of 18016

Nortel's carrier packet network offering goes head-to-head with an offering announced last year in an alliance formed by Newbridge Networks, Siemens and 3Com. That offering, called "carrier scale internetworking" was presented as a way of selling large clients a complete end-to-end data networking solution on reliable, giant data pipelines. This explains the pressure on the stock today. It's certainly a compliment to NN that a giant like Nortel would buy a struggling networker like Bay and launch a full-out attack on its products. Talk about confirmation you're leading the pack! Pat