Frank Coluccio Technology Forum - ASAP Message Board

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Technology Stocks : Frank Coluccio Technology Forum - ASAP

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To: Frank A. Coluccio who wrote (248)	11/5/1999 1:19:00 PM
From: Clay Takaya	Read Replies (1) of 1782

Frank, I saw your exchange with Mr. Fun on the GLBX board and saw that you are looking into the NX-64000 router/switch from LU/Nexabit. Assuming the product lives up to its spin on the Nexabit webpage, can you tell me if the following is true: Cerent's optical multiplexor becomes a legacy investment going forward. It appears to me that the NX-64000 currently directly supports OC-192 and scales up to OC-768. Why do I need the Cerent box unless I am using routers that only scale up to OC-48 (CSCO, JNPR)? I am beginning to think that CSCO bought Cerent because it knew that LU was close to certifying the NX-64000 with several large telecoms. Also, do you have any thoughts regarding the NX-64000? Thanks, Clay Takaya Disclosure: I am long LU and CSCO.

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