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

To: zbyslaw owczarczyk who wrote (10346)	3/16/1999 9:08:00 PM
From: pat mudge	Read Replies (2) \| Respond to of 18016

Zbyslaw -- A week or so ago I was told the MGX hadn't shipped, so this doesn't come as any surprise --- and validates "word from the front." There was one comment made by Steve Chadduck on Ciena's conference call last night that you may find interesting. Several had asked how their Lightera initiative affected their Cisco initiative of a year ago. The question, he said, was how one provisioned and protected large chunks of bandwidth as it moved from city to city. Lightera's intelligent switch/routers at the optical core is the right place to do switching and routing. "It's not inconsistent with Cisco's thinking, at least privately --- though publicly they're saying Layer 3 will do everything, very few service providers are buying that in products today. . . ." I don't know the dynamics of the earlier initiative, but it appears that Ciena's purchase of Lightera is putting intelligent switches/routers at the optical core where, if I understand correctly, Cisco had hoped to put "big dumb routers that work point to point." At any rate, I found Chadduck's candor regarding Cisco's public versus private message quite refreshing. Switching back to the article you posted, do you think this explains why Sprint domestic hasn't awarded the core contract? At least not that I've heard. Later --- Pat Ciena replay: 888-203-1112, code # 648-198