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

To: Bruce Evans who wrote (6328)	9/2/1998 2:51:00 PM
From: nokomis	Respond to of 18016

my.excite.com

To: Bruce Evans who wrote (6328)	9/2/1998 2:52:00 PM
From: pat mudge	Read Replies (1) \| Respond to of 18016

In the context, I took the comment to mean CSI was to some extent an opportunity lost. I'd be careful interpreting Mr. Lutz's words. CSI is still on the cutting edge and certainly not a lost business. Perhaps it should have been more heavily marketed in order to preserve mind-share. I couldn't say. If I were he, I'd take Andy Grove's theory of paranoia to heart and do everything in my power to instill it throughout the company. By buying BAY, Nortel admitted they needed a networking strategy. Today's announcement admits they're going after the leaders. Do you know how long I've waited for confirmation like this? This is the best news I've read in months, maybe ever, regarding NN's position in the market. Thank you, Nortel. Pat

To: Bruce Evans who wrote (6328)	9/9/1998 3:56:00 PM
From: pat mudge	Respond to of 18016

I think Newbridge is ahead with CSI, but not by much. In a recent internal magazine that gets distributed to all the employees, Mr. Lutz was quoted as saying something like "we can't afford to have good ideas like CSI (in the future) and see them promulgated by others". In the context, I took the comment to mean CSI was to some extent an opportunity lost. Bruce -- An NN follower who can't post yet, asked me to explain that CSI is an architecture designed to deliver many Customer IP VPN's over one single "managed" infrastructure. He said it's not a lost opportunity but an architecture that's being carefully released. When it comes out to full release it must be very good. It's the best approach available today to address scalability, management and many other needs that continue to be a nuisance to carriers in the IP space. Many of the incumbent carriers have a massive investment in routers (mostly Cisco) to consider also. The recent announcement that Ericsson will be partnering on the CSI platform is exciting. Later -- Pat