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

To: pat mudge who wrote (11061)	5/3/1999 1:33:00 PM
From: Glenn McDougall	Read Replies (1) \| Respond to of 18016

<<This is phenomenal news. Any of those carriers depending on Cisco for core ATM will be looking for someone else.>> Can anyone list the carriers that were depending on Cisco for their core? Did not Ascend say that growth this last Q was in the 2-3% range? Newbridge should report much higher growth than the Ascend range. Market share moving up and now with this news could be in a big way. Would Cisco give the carriers that had intended to use their switch a heads up prior to todays announcement? The next several months are proving to be more interesting than ever. Regards Glenn

To: pat mudge who wrote (11061)	5/3/1999 4:33:00 PM
From: Peppe	Respond to of 18016

Pat, You didn't think I'd let news of CSCO killing the TGX switch alone, did you <vbg>. Here's what I heard from my sources: Why develop a 20 Gb/sec ATM switch when you already have an edge switch (MGX8800) capable of an upgrade to a 45 Gb/sec fabric ? The upgrade will be available next year (here's NN's window of opportunity) and in the meantime, the BPX or GSR are good alternatives (GSR only for pure IP networks). Also, the market for that kind of a switch does not meet CSCO's target market (edge switches are a much larger market than core switches) which is another strong opportunity for NN and ASND. (Personal note to Maggie...how do you like my post ???) Cheers, peppe