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

To: Peppe who wrote (6944)	10/11/1998 11:14:00 PM
From: pat mudge	Read Replies (2) \| Respond to of 18016

Newbridge will add wave division multiplexing interfaces to the 36170 and combine ATM and WDM. Very cool !! Anyone know whose WDM gear NN will interface with ? LU, perhaps ??? Very likely. cambriansys.com Kanata, Ontario, June 1 1998 - Optical networking leaders Cambrian Systems and Lucent Technologies today announced their collaboration on interoperability between their metropolitan and long-haul Dense Wavelength Division Multiplexing (DWDM) systems. Interoperable DWDM products enable service providers to build flexible, scalable, cost-effective networks. There may be others, too. If so, I'm sure we'll hear about them between now and InterOp. Terry commented on the WDM advantage in the last CC by saying, "[ability] to offer product with WDM in machine is monster advantage." Is this a huge shift in strategy ? Newbridge has been preaching MPOA as the way to co-exist with IP. Now they will support the Cisco-founded MPLS standard ? Very interesting ... Terry Matthews has been quoted saying MPLS isn't difficult to incorporate. This may be news to the Street, but certainly not to those who've followed the company closely over the past 6 to 9 months. Reading through my cc notes from June, I see where Alan is asked about gaps in product line and how they'll be filled. He responds, "We're a strong carrier company now. We'll expand to alternate and enterprise markets. . . adapting products to those markets now. . . I'm evasive b/c I don't want Cisco to have too easy a time. . ." When asked about current partnerships, he said, "No personal conversations with 3Com. . . other brighter blips on radar screen. . ." Incidentally, when I posted my AGM notes I didn't have Alan's as I'd loaned them out. For what it's worth, a few quotes: Goals: * dominate target markets * exceed customer expectations * attract and retain best employees * consistent results for investors * $5 billion by 2000 * listed in Fortune 500 Focus on improving cost structure and balance sheet. New processes in place. Looking at off-shore manufacturing. ACC transaction: We don't have to control everything. Look forward to future business with Ericsson. Added $250 million CDN to balance sheet. Asia: 15% growth; 70% in China Q guidance: want to be conservative. .18 --- don't change it. Re-organize sales force: MCI/WorldCom, Boston, and C&W, London, will be 20 heads. Extraordinary gain in 2Q from ACC sale. PR -- heightened increase R&D --- 50 gig next year; 36177 at InterOp, 36170, version 4.0, CSI. Next quarter, another major customer win. (BTW, still holding XYLN ? ) Absolutely! Also holding my ADI and hearing positive reports from their DSL folks. Later -- Pat