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

To: Peppe who wrote (10445)	3/22/1999 11:55:00 AM
From: zbyslaw owczarczyk	Read Replies (1) \| Respond to of 18016

Peppe, talking about 1bil you have mentioned. Remember that the only reason NN will spend only big part of 1 bil is that NN is buying affiliates which are already own in part by NN (30-40%), NN has already been working for many years on programs, so they put quite a lot of money,and by having already big part of affiliates they are buying, NN has also control over the final price. If they were buying from scretch, the price would be 2-3 time higher. This should tell us how brilliant was Terry idea of having affiliates. Zbyslaw

To: Peppe who wrote (10445)	3/22/1999 11:56:00 AM
From: pat mudge	Read Replies (1) \| Respond to of 18016

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 ? These are the exact questions investors should be asking. NN's 50-gig's IP capabilities recently overwhelmed one of their largest customers. So much so, I'm told one rather arrogant US networker has been shut out of a lab trial. 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. You forget 4 of the acquisitions involve companies in which NN already has major positions and I believe they have a minor position in the fifth. When you speak of "Cisco killers" in the IP/ATM space, keep in mind the small stone strategically hurled that felled a giant. Pat

To: Peppe who wrote (10445)	3/22/1999 12:32:00 PM
From: Doug	Respond to of 18016

Peppe: Most of the 10K posts have been devoted to all sorts of Technical details/controversies all about superb technical wins/awards and ever higher price projections. Unfortunately these have not resulted in any sustained price increases. The price of NN is the same as in 1996. These technical discussions will continue but I do not believe they will have any affect on the price of NN. What will affect NN's price is either Earnings/Revenue or a BUYOUT. In general, Sales announcements by NN do not have a Dollar value. As NN has in the recent past disappointed Investors, the Market seems unwilling to make any more guesses on the magnitude of such Sales. As such,the price response to these announcements is becoming weaker. NN would do well only if the Company can show Investors factual revenue/earnings growth be it from any source.

To: Peppe who wrote (10445)	3/22/1999 12:47:00 PM
From: Doug	Read Replies (2) \| Respond to of 18016

Peppe: Technical deterioration. Are we heading for a retest of the nearest support.? Regards

To: Peppe who wrote (10445)	3/22/1999 1:12:00 PM
From: zbyslaw owczarczyk	Read Replies (1) \| Respond to of 18016

Peppe, since you are long on CSCO, do you have any info on the status of CSCO MGX8800 ATM/IP switch at Sprint. The receant word from CSCO's Listwin was that is delay. Thanks Zbyslaw

To: Peppe who wrote (10445)	3/22/1999 7:14:00 PM
From: Francois Lavoie	Read Replies (1) \| Respond to of 18016

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 ? Didn't NN supported MPLS last year ago ? prodweb.newbridge.com A Standards-based Solution The Newbridge Carrier Switched Routing solution leverages a variety of existing and emerging standards from the IETF, IEEE and ATM Forum. These include routing protocols, such as RIP, OSPF, BGP, NHRP and PNNI; signaling protocols, such as UNI and LDP; and technology interfaces, such as frame relay, Ethernet, FDDI, SMDS, ISDN, PPP, TDM, ADSL, LMDS and ATM. In addition, Carrier Switched Routing leverages the emerging Carrier Scale Internetworking (CSI) framework for differentiated VPN service offerings, and the emerging MultiProtocol Label Switching (MPLS) standard for advanced connectivity to traditional router-based environments. FWIW.