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Strategies & Market Trends : Anthony @ Equity Investigations, Dear Anthony, -- Ignore unavailable to you. Want to Upgrade?

To: Wolff who wrote (26240)	4/1/1999 12:22:00 PM
From: StockDung	Read Replies (2) \| Respond to of 122087

A birdie just sent me a email with some info which CYOE Short should smile and Longs should cry. <I don't think anyone's ever questioned Cisco's leadership in routers. What's in question is their strategic positioning as the industry moves away from enterprise networks to public. Their ship-it-and-fix-it-later approach isn't cutting it in the carrier market. They're tough and tenacious and will probably catch up. But if we're talking about the market for IP/ATM with SS7, Newbridge is ahead of the competition. And if we're talking about the market to replace carrier-grade Class4/5 switches, NN's a player and may even prove to be the leader. Based on what I was told at this week's telecom show in Anaheim, no one else has a system up and running in the real world. From the original press release: Switched Voice Services to be Included in Multiservices Network HERNDON, Virginia and BOCA RATON, Florida, January 12, 1998 — TeleHub Network Services has selected the industry-leading Siemens / Newbridge MainStreetXpress 36170 Multiservices Switch and MainStreetXpress 46020 Network Manager for its nationwide asynchronous transfer mode (ATM)-based multiservices network. TeleHub's broadband network will be the first network optimized to deliver switched voice, data and video services over a multiservices platform. "By utilizing TeleHub's unique VASP technology along with the MainStreetXpress 36170 platform's voice and data handling capabilities, modularity and scalability, we can optimize our network and cost-effectively deliver value-added features such as unbundled Mediated Access and Number Portability over a flexible ATM fabric," said Mike Mclaughlin, Chief Operations Officer,Telehub Network Services. The MainStreetXpress 36170 Switch was chosen principally because of its multiservices and superior voice service capabilites complemented by the Siemens / Newbridge network and services management. TeleHub's Virtual Access Services Platform (VASP), which incorporates Signaling System 7 (SS7) technology for voice, together with the Siemens / Newbridge ATM technology, will result in significant transport and switching efficiencies, which translate into savings to its end customers. TeleHub Network Services will offer switched-voice, frame relay, private line, and ATM to local exchange carriers (LECs), competitive local exchange carriers (CLECs), inter-exchange carriers (IXCs) and independent telephone companies (ITCs).