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: Ian@SI who wrote (10071)	3/5/1999 10:27:00 PM
From: Ian@SI	Read Replies (1) \| Respond to of 18016

Product plans from AL conf call notes... New Product Plans Newbridge has been criticized for not keeping up to Ascend in the speeds and feeds department. Ascend has been shipping an ATM switch that supports a backplane speed at least double that of the current Newbridge product (12.5 Gbs) and supports higher-speed interfaces (OC-48). The higher-speed backplane made Ascend's price per port lower and thus its product more attractive to smaller carriers and ISPs. Nevertheless, Newbridge claims leadership in network management, which allows large carriers to manage large networks and consolidate multiple types of traffic. This has made the Newbridge offering more successful with larger carriers such as BT and MCI. Newbridge plans to be shipping a 50 Gbs switch with OC-48 interfaces by this summer which it believes will make it competitive with Ascend. Furthermore, it has plans for a 320 Gbs switch by calendar Q1 2000.