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

To: zbyslaw owczarczyk who wrote (8895)1/7/1999 3:48:00 PM
From: Thomas Scharf  Read Replies (1) | Respond to of 18016
 
>>why bother to develop new step.<< NN's products occupy a niche at or close to the network backbone. CSCO is trying to expand in the other direction, closer to the consumer.

biz.yahoo.com

NN has no plans that I know of to play in that market. Maximum expansion in NN's niche will only occur when standards based products are in place to take data all the way to the consumer who will demand the bandwidth.



To: zbyslaw owczarczyk who wrote (8895)1/7/1999 5:47:00 PM
From: pat mudge  Read Replies (1) | Respond to of 18016
 
I believe Cisco is saying they're going for the consumer market and to my knowledge NN has no desire to send one army east and one west.

However, if Cisco succeeds in spurring the consumer to buy whiz-bang cable or DSL devices, NN's switches will be all the more in demand.

It appears Cisco's gunning for 3Com's market.

Pat


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