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

To: pat mudge who wrote (10147)	3/8/1999 8:32:00 PM
From: nord	Respond to of 18016

A few thoughts. Why did Siemens come to the US to make its announcements. Siemens has/is focused on global telcom ie it has changed its old world mentality. Newbridge-Coms and Siemens make a great team. It is apparent to me that they compete and yet realize the value and strengths of the others. Newbridge, as a few have been saying here for some time, is technologically superior, despite the marketing and hype of the competition. In broadband these companies are moving towards a complete package that will help them become the leaders in the broadband space for years to come. NN has recognized its own strenghts[technologic innovation] and weakness [marketing and global positioning with major telcos] and brought in the talent and direction it needed to get the technology to the user. My prediction is that as this year comes to an end and more of the web population is broadbanded at the home and office that the growth in ATM will make many of us sit back in awe. I think today marked the first page of the strategy that the companies [NN Siemens and COMS] have, and of the opportunities that will shape their futures. Move over C---o there is a new team in the North American market

To: pat mudge who wrote (10147)	3/8/1999 8:32:00 PM
From: Peppe	Read Replies (2) \| Respond to of 18016

Pat, I can't disagree with you more on this one. Do you think that there would be a G1 contract without Siemens ? Can Newbridge replace 20% of their revenue ?? I doubt it. If by value you and Doug are inferring share holder value, who's stock would drop more if the alliance was terminated tomorrow ? I'd argue that Siemens could replace NN's products with an alliance with FORE. They admittedly don't have products as mature as NN, but Siemens has great relationships with European carriers and that's the value they bring to NN. Who would NN use to replace Siemens ? JMO, Peppe

To: pat mudge who wrote (10147)	3/8/1999 9:33:00 PM
From: Doug	Read Replies (1) \| Respond to of 18016

Pat: Info & Connection Networks quarterly sales for Siemens was 5.8b D.M against a total Sales of 28.8b D.M for the entire Company. The total sales of NN dependent on Siemens was 20%. For a quarterly sales of $450m that amounts to $90m. If that sales came to 10% abruptly, it would seriously affect NN's stock price. The same cannot be said for Siemens. An example of similar effects on the smaller player can be seen in CROSSKEYS share price this Q. Siemens shareholders were not affected in the least either by NN or Crosskeys misfortunes.