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: Peppe who wrote (10100)	3/7/1999 10:59:00 AM
From: zbyslaw owczarczyk	Read Replies (2) \| Respond to of 18016

Peppe, You perception of NN being the one product company is the same like CSCO being one product company-just router, company or DEll beig just computer company. In the case of NN we have not only 36170, but lighter 36177( if you do not belive read RSBA report about 36177, the same platform what 36170 or coming 50 Gig ,the same software etc, big telcos like this very much), 36140 and 36144 access switches are ramping up( shippment to C&W, SBC, BT), 36150(looks at NN contracts over the last 10 month ) which is included in many constrcts. The most importantly any new applcation like LMDS does not require the new switch. You just develop application card and add to the egsisting platform.Other vendors has to offer differnet switch. Ther is aslo 46020 universal manager (http://www.newbridge.com/products/) and much more to bild large networks. You know very well that LU failed to develop its own strong ATM product line( they tried Yuri) and finally bougth ASND.It is almost imposible for Siemens to make something simmilar to NN's ATM platform within the next 2-3 year.If you do not have it now or within the next year, you a history. So ATM in alliance portfolio is in Siemens interst. Yes, the both partner will most likely compete in IP or ATM/IP space(this in still open question). When LU bough Yurii did it mean they are not looking any more for ATM company? The only move Siemens can make is o buy FORE, but this would be poor choice, having NN. Most likely they move is defensive, just in case if NN will go its own way down the road. Remember, during receant year NN renegotiated agreement with Siemens for its own benefit, and this is telling us somthing!!! If Siemens is thrully buing 3COM unit (???), NN did not want it(???) , what this is telling us?(if you want speculate on NYT report) Zbyslaw