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 (9140)	1/23/1999 7:00:00 PM
From: Mr.Fun	Read Replies (2) \| Respond to of 18016

zo, pat, et al., We were all set to pull the trigger on some NN, when I noticed a press release on the ericsson thread touting a huge ATM win at British Telecom. I called a couple of sell side analysts who had no info, got a message back friday from one who had talked to ericsson. Apparently, BT is implementing a new architecture linking the AXE co switch with ericsson's relatively unknown ATM edge switch for the full range of IP, data and voice services. A check of BT's web site reveals a corroborating press release, with an interesting twist - Ericsson is the edge switch choice and the overall integrator, but there is a non-specific reference to coordinating other vendors. Now we know BT has NN ATM gear and a Cisco frame relay network. Other than opportunity cost for the next generation edge network, has NN lost any ground with this customer? It appears as though there is a chance they may continue to grow the core network on the NN platform, the analyst who called me back conjectured as much. In any case, I don't think this info has been widely disseminated, when it becomes generally known, NN will take a short term hit whether it deserves it or not. Info anyone?