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: pat mudge who wrote (6725)	9/29/1998 2:44:00 PM
From: MD Bryant	Read Replies (2) \| Respond to of 18016

I've been reading on the Yahoo thread that there is a lawsuit out against Newbridge by Lucent for patent infringement. Does anyone know if there is any truth to this? See Nortel today? ouch.. they halted trading on the TSE, it dropped $7.40 before it was halted.. UGLY! Mark

To: pat mudge who wrote (6725)	9/29/1998 3:22:00 PM
From: Doug	Respond to of 18016

Pat: Due to cash flow limitations, the global transition to Voice over IP will likely take 10 yrs to complete. In the N.American markets, for fear of extinction, it is expected that the bulk of the Carriers will switch within 5-7 yrs. I believe NT bought BAY Networks because it believed that the last mile and Enterprise networks have even better growth oppurtunities than pure Carrrier upgrades. If this is true,NN may be wise to sell earlier than later.

To: pat mudge who wrote (6725)	9/29/1998 3:39:00 PM
From: Peppe	Read Replies (1) \| Respond to of 18016

Pat, I have to disagree with you here. <Clearly NN has been moving in the right direction for a long time and NT's announcement is further validation.> When NT bought BAY, they acquired IP expertise, which NN still lacks. Although their ATM products are strong, a combo with LU, which also owns Class 5 capacity and clients, transmission capabilities, remote access gear (Livingston), Bell Labs, DWDM (Long haul which compliments Cambrian which has metro products), layer 3 switching IP technology (via Juniper investment) would be formidable. Not to mention LU's sales and support organization, semi business, wireless PCS technology and global integration. NN would be a small part of a very big solution portfolio that LU can offer customers. I'm still betting that TM sells to LU. I don't know what price would be fair though. (No takers on my previous post looking for opinions on that). Cheers, Peppe