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

To: zbyslaw owczarczyk who wrote (9607)	2/12/1999 11:34:00 PM
From: zbyslaw owczarczyk	Read Replies (1) \| Respond to of 18016

data.com January 1999 By David Greenfield Hot Products: New Public Network—Broadband Wireless Wireless Wonder Net managers could satisfy their appetite for big pipes at small prices with Newbridge's point-to-multipoint wireless Broadband Access Solution. The service lets carriers blast customer traffic at up to 155 Mbit/s, courtesy of LMDS (local multipoint distribution services), a form of cellular radio operating at 28 to 40 GHz. What's more, Newbridge's offering dynamically reallocates unused bandwidth to other customers. That could cut costs, especially on bursty LAN connections. And only Newbridge Networks Inc. (Kanata, Ontario) furnishes service via an interface module in its 36170 ATM switch. “That saves on the cost of buying and integrating another device,” says Joel Bell, deputy chairman of alternative operator Maxlink Communications Inc. (Montreal), which uses Broadband Access to deliver services like telemedicine and video on demand. Why it's hot: Fast and efficient wireless local-loop service LMDS competitors don't offer as much. Spectrapoint 2100 from Bosch Telecom GmbH (Frankfurt, Germany) is limited to 2 Mbit/s. And the Reunion Broadband Wireless Solution from Northern Telecom Ltd. (Mississauga, Ontario) can't reallocate bandwidth, though it hits speeds of 155 Mbit/s. But potential buyers should be aware of LMDS's shortcomings. It has a six-kilometer reach and requires a line of sight. Carriers need to apply and pay for transmission licenses from the local government, which could delay rollouts. And though T1 (1.544-Mbit/s) service costs only around $2,000 for 100 to 200 end-users, equipment charges could add hundreds of thousands of dollars to that figure, depending on configuration. I have never seen CSCO name on any list of LMDS suppliers. CSCO has partnership with Bosch.

To: zbyslaw owczarczyk who wrote (9607)	2/13/1999 2:40:00 PM
From: pat mudge	Read Replies (1) \| Respond to of 18016

From Jill Vardy's article: Analysts charge Newbridge has inflated the prospects of its wireless products -- based on local multipoint communications service (LMCS) technology -- to compensate for its weakness in other product areas. That's the most blatant untruth I've heard yet. The company has repeatedly told analysts not to factor in revenues from LMDS until the prospects were more definite. In fact, back in August when the WIC Connexus release came out, NN was caught by surprise. Clearly WIC was in financial trouble and needed to boost its own image. I attended the annual meeting and heard exactly how the contract was handled and it was with excitement for the emergence of a new technology and restraint regarding any revenues in the near term. There are many ways to earn one's reputation in the newspaper world, seeking out the truth at all costs being the most noble. Leaking privileged information to the press, as Vardy did last fall, and printing untruths, as she's clearly doing now, may gain her immediate attention but they discredit her in the long run. Silverstein and Kedersha are both on track and prove that top-ranked analysts are in a league of their own. Kudos to Bagnall for quoting professionals of this caliber and ignoring the playground-level barbs provided by the likes of Stewart and MacLellan. Incidentally, NN has not been informed they've lost the WIC Connexus contract. They've simply been told the company is considering other suppliers. The politics of the situation make it clear Cisco may be negotiating a sweetheart deal, but that's as yet unannounced and may or may not materialize. Canadian government officials currently are reviewing the licensing agreement which was awarded based on WIC not being a public carrier. As for Cisco's work with Bosch, it remains to be seen how far their technology has come. [Whatever happened to Verity???] I'm told NN's LMDS runs at 10 megs up and 42 megs down (150 by the end of the year), fully channelized at 64 kbps, and that no one in the industry comes close. Cisco can promise WIC products in the future. Newbridge has products in hand they've worked nearly 18 months adapting to WIC's specifications. Shaw took over WIC in a hostile bid and subsequently shoved 50% of their personnel aside, including the CEO and CTO. Shaw has a history of working with Cisco. Draw your own conclusions. Look for significant announcements during the wireless show in San Francisco the week of Feb. 22. I also think it's likely we'll get some exciting product announcements next week --- NN presents at a Dain Weschler (?) conference, and on Thursday at a Cowen conference in Boston --- and also some involving customer wins and management appointments. The product announcements will come in the gigabit ATM and Gigabit IP router space. In one conversation I had on Friday, I asked how the analyst community was taking the series of events and was told most were astute enough to sift through the noise and were glad the bad news was out. I know I can be bullish to a fault, but seldom have I seen a more beautiful buying opportunity. We now have the TDM and LAN shortfalls on the table with soaring ATM sales to ease the pain. And with the WIC/Shaw noise out in the open, along with the tinkling glass of the WestEnd failure, even perceived losses have been laid to rest. Not to forget Alan's stated acquisition possibilities. I've narrowed my guesses down to two. On a personal note, in the wake of Friday's ugly market, I turned off my PC and decided I could either rip out the family-room carpet (new flooring already scheduled), or go to a shrink to ease my frustrations. I chose the former and fully plan to have the carpet out and all the tack strips removed by Tuesday morning. If anyone knows an easy way to take ancient nails out of concrete, I welcome suggestions. Yes, I know I could hire someone to do this, but why pay a handyman and a shrink. . . Incidentally, while in Whistler I saw an advertisement for a company in the Seattle area called, “Rent a Husband.” A Nobel Prize idea if ever there was one. :) Pat