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: zbyslaw owczarczyk who wrote (7258)	11/5/1998 11:51:00 AM
From: Serge Collins	Read Replies (1) \| Respond to of 18016

Any comments on the article that appeared in today's Globe & Mail? It sure didn't sound very positive. The Gartner Group is preparing a report that claims the partnership with 3Com is coming apart. Analysts and fund managers didn't sound very optimistic about this turn of events.

To: zbyslaw owczarczyk who wrote (7258)	11/5/1998 1:17:00 PM
From: Peppe	Read Replies (2) \| Respond to of 18016

ZO, I listened to CSCO's cc as well. What was said was that new green-field builds are going IP only (IP over sonet or IP over DWDM). This gives CSCO a huge competitive edge, since they own well over 85% share of core back-bone routing. Traditional carriers are looking at ATM/IP combos due to installed TDM based ifrastructure. CSCO indicated that they will recognize revenue from their new IP/ATM swith(MGX8800) this quarter. The numbers at the end of CSCO's 2nd quarter will indicate whether or not this product will be accepted by traditional carriers. The challenge faced by NN and ASND is that CSCO appears to finally have a credible ATM story. They are "bundling" ATM with their layer 3 strength. CSCO indicated they are working on 5 large opportunities, each being "significant". If NN can win just one of those, they're in good shape. Should be a fun year end for all. Peppe