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

To: ricky who wrote (7137)	10/26/1998 4:43:00 PM
From: pat mudge	Respond to of 18016

Is Telstra a customer of NN ? That's what I'm trying to find out. I know NN has a contract with Optus, their primary competition, but I don't know if they're bidding on Telstra. prodweb.newbridge.com NN's website shows the followin distributors: Australia 3Com ANZA Anite Networks Australia Pty Ltd Com Tech Communications Pty Ltd Optus Communications Siemens Limited Telstra Corproation Limited Unisys Australia Limited The only other link connects the two somewhat obliquely: prodweb.newbridge.com In part: The History FNA was built on the twin vision of co-operation and communication. The vision, however, also needed the skills, dedication and perseverance of individuals of many different nationalities, languages and cultures. With multiple major telcos from across the world as founder members, FNA had to learn from the outset how to co-operate, how to communicate, how to bridge cultures, time and distance to deliver superior services to a global customer base. FNA members today include telecommunications providers from Australia, Belgium, Canada, France, Germany, Hong Kong, Japan, South Korea, Luxembourg, New Zealand, Singapore, the UK, and the US. As some of the world's leading telecommunications companies, they recognized that global co-operation was the key element in delivering reliable global connectivity. FNA members work in synergy to provide customers with seamless, end-to-end communications, reliably and efficiently. Group members provide the core of the global telecommunications infrastructure through their ownership of submarine and terrestrial fiber optic cables worldwide. With superior multi-country network management implemented co-operatively through all its members, the FNA network delivers reliability second to none. Newbridge as Partner After a lengthy evaluation period, during which several vendors were considered, FNA chose Newbridge as its equipment supplier. Many of the FNA members used Newbridge in their domestic service offerings so they were already familiar with the product line -- one of the key factors for the selection of Newbridge. Pat

To: ricky who wrote (7137)	10/26/1998 10:00:00 PM
From: pat mudge	Read Replies (1) \| Respond to of 18016

Is Telstra a customer of NN ? Ricky -- I think I have your answer. I talked to a former GM for Asia Pacific and he said currently NN's doing quite a few projects with Telstra but the region is technically Siemens' and any major contracts will come under that umbrella. Telstra NZ is a different story. There NN is a "major provider." I asked about the current RFP and he said, "NN would definitely be involved." The other likely bidders would be Nortel, Siemens, Ericsson, and Alcatel. However, ALA's wearing a dunce cap right now. Something about not meeting commitments and being reprimanded. Reading over the press release, I'm trying to pick up clues: Moriarty said choosing the right prime contractor is the key to Telstra's network evolution. "When we've evaluated who is our best partner, the next step is to define detailed equipment needs. This is a rapidly changing marketplace and standards are yet to be fully defined. As was the case with PCs in the late 1980s, you can't be assured of compatibility if you mix and match." Moriarty said customer demands and expectations will drive Telstra's network direction. "Over the next five years Telstra will retain a strong telephony focus, but calls of the future will be made over data networks rather than a traditional telephone network," he said. "Digital exchanges installed as part of Telstra's network modernization program will be able to give valuable service for many years. However, to support emerging Internet protocol (IP) based services such as the Internet, world wide web or voice on Internet, different infrastructure enhancements are required." It appears the voice infrastructure won't be scrapped and while it will remain a strong focus, future needs will also have to be considered. Where it says, "This is a rapidly changing marketplace and standards are yet to be fully defined. As was the case with PCs in the late 1980s, you can't be assured of compatibility if you mix and match," I take this as a message to networkers that their systems have to be compatible with what's in place right now. Anyone know what Telstra currently has? In other words, who has the edge? Just trying to read the road signs. Pat

To: ricky who wrote (7137)	10/26/1998 11:59:00 PM
From: pat mudge	Read Replies (2) \| Respond to of 18016

More data to place in Cambrian's column: <<< TUESDAY OCTOBER 27 1998 UK & Ireland COLT: Telecoms company surpasses expectations By Alan Cane Colt Telecom, the UK-based telecommunications operator that targets big commercial customers in Europe's main cities, yesterday turned in third-quarter results well above market expectations. Turnover for the quarter was £61.1m compared with analysts' projections of £53m-£55m. It was 32 per cent higher than the second quarter of the current year and almost three times the figure recorded for the same period last year. Gross profit at £11.6m was 34 per cent higher than the second quarter and almost 2.5 times that for the third quarter of 1997. Losses before tax, however, rose to £15.4m (£9.1m) as the group continued to invest heavily in network construction in continental Europe. Losses per share were 3p (2p). Colt is not expected to become profitable overall until 2002. The shares rose 17p to 662p. Paul Chisholm, chief executive, said the key to the company's financial performance was a successfully executed business plan: "A measure of the success of our pan-European expansion strategy is the fact that 39 per cent of our third-quarter turnover was generated outside the UK." He said the continental market had opened up far faster than expected. Colt's strategy is to build high-capacity fibre-optic rings around Europe's leading business centres, thereby connecting customers directly to its backbone network. It has seen its share price rise steeply this year, partly on the belief that it would be acquired by an overseas operator which would value it highly for its customer connections. The price also reflects its reputation for service, recognised by awards from telecoms managers and customer associations. Mr Chisholm said the company opened for business in four new markets - Amsterdam, Brussels, Düsseldorf and Madrid in the latest quarter. It expects to initiate service in Milan early next year and is planning to add Barcelona, Cologne, Geneva, Lyon, Stuttgart and Vienna next year. This will involve significant expenditure and the company expects growing cash deficits to continue in each market until enough customers have been signed up. Jim Hynes, chairman, said Colt was in a strong financial position: "The equity, debt and convertible offerings completed during the quarter raised over £626m of new capital. At the end of the quarter, cash resources amounted to £764m, leaving us well positioned to finance our growth and expansion plans." The company has strengthened its position in the internet market through new services in London and Frankfurt and has bought a French internet company. Results>>>>