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

To: pat mudge who wrote (10102)	3/7/1999 4:57:00 PM
From: Glenn McDougall	Read Replies (1) \| Respond to of 18016

Based on the talk on the thread over the last several days one question remains, that is has Siemens given up on the 36190 or at least looking for alternatives. And ZO I thought you made a very good point with your post... <<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)>> One can make the case for Siemens purchasing the 3Com unit to hold "the alliance" together (1.2 billion U.S. is lot's of glue). If 3Com's unit is loosing market share to Cisco (as has been stated on the thread) NN would be nuts to spend their nest egg on a mature and declining solution when they can invest in integration of state of the art technology with long term future potential. Siemens track record on developing products (aka the 36190) in the ATM /IP space remains a question mark at best. One thing that Siemens has is a large source of cash and this if leveraged properly could pay handsome dividends for Siemens and Newbridge. Regards Glenn