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

To: pat mudge who wrote (10444)	3/22/1999 11:33:00 AM
From: Peppe	Read Replies (6) \| Respond to of 18016

Pat, Looks like you're trying to engage in a battle with someone who clearly isn't interested. Some people believe that despite the fact NN has a 50 gig switch, their competitors will be there too. Maybe a few months later, but CSCO, LU aka ASND and NT will all have similiar hardware. The real challenge is the software. When will NN support MPLS ? When will they have layer 3 support? (IP/ATM) When will they offer web based management, with flow through provisioning capabilities ? I'm sure NN has all of these issues in their roadmap, but that's far more critical than a piece of hardware. On the acquisition front, adding IP capability is critical to NN's success. However, in today's whacky capitalized markets, $ 1 Billion doesn't not buy you a CSCO killer. If there's doubts about NN's strategy to expand beyond their ATM core competency, they're founded on both their failures in the past (UB) and how much farther ahead the rest of the IP market already is. There is no paradigm shift occuring that will allow NN to leapfrog CSCO,NT and LU into a huge emerging market. NN is a good ATM company that can help fill holes for other much larger networking companies. Cheers, Peppe