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: Thomas Scharf who wrote (8518)	12/14/1998 3:13:00 PM
From: Bruce Evans	Respond to of 18016

The UB manufacturing situation was very strange. They were owned by Tandem, and they had all their manufacturing handled by Tandem manufacturing, who subcontracted it to Solectron in So. California somewhere (I think). When NN bought UB, they bought manufacturing services from Tandem, and who knows what games may have been being played. NN looked over the cost of the units (on a component by component basis) and announced that they (NN) had a great purchasing organization (supposedly Siemens wanted to get some parts through NN, they were so good); and thus the cost would plummet. All in my opinion only?

To: Thomas Scharf who wrote (8518)	12/14/1998 3:48:00 PM
From: pat mudge	Respond to of 18016

Thomas -- Your discussion brings to mind one of Alan's comments from a conference call or AGM (forget which) about sending some mfg. off shore. Do you recall what was said? To lighten an otherwise grim day in the market, a quote from today's LA Times article on Cisco's CEO, John Chambers: latimes.com "We've made a big investment in Cisco to build our IP networks," says Eric Bozich, vice president of Internet services for US West. "But if Cisco thinks they are going to replace Nortel or Lucent soon, well, that's not the space they are in." Well, it made me smile. As for Solectron, I'll do some digging. . . Later -- Pat