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Technology Stocks : Lucent Technologies (LU)

LU 2.635

-2.4%

12:21 PM EST

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To: Kenneth E. Phillipps who wrote (14746)	5/12/2000 11:31:00 PM
From: Mr.Fun	Read Replies (3) of 21876

Ken, It is not just LU that is having problems getting its high end router to work on real Internet traffic. There are only two companies that have products that are selling in the ISP space - Cisco and Juniper. Apparently even Cisco is having big problems with its OC192 and the throughput of its GSR12016. I hear big M160 contracts are flowing into Juniper these days. We have been a big Juniper buyer this week. BTW I am hearing NT is having huge problems with the Versalar 25000 and may quietly cancel it. Almost all the routing talent at Bay is long gone. The rumor is that NT will try to forge a marketing relationship with Juniper.

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