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Technology Stocks : Lucent Technologies (LU)
LU 2.700+0.4%Jan 13 3:59 PM EST
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To: Techplayer who wrote (14757)5/13/2000 10:52:00 AM
From: Kenneth E. Phillipps  Read Replies (2) of 21876
 
TP, some of your statements are somewhat overstated.

CSCO owns the enterprise and will not be displaced

NT has been licensing this SW for over a year

Since LU is now shipping a 10G product, how did they miss the market (you seem to be confused...they missed 1 quarter)?

Oh, and btw, the % ownership in Avici is far less than 20% at this point. tp

Cisco dominates the enterprise. They do not own the enterprise. In fact, NTs revenues in the enterprise are growing although slowly.

Open IP is a rather recent initiative. Only recently, did over 200 companies commit to the initiative.

NT has dominated the 10G market for the past one and one-half years, not one quarter. There is no good evidence that LUs 10 G product is as
good as NTs 10 G product. Only time will tell.

Look at last quarterly reports of NT and Cisco. NTs growth was just as good as Cisco.

Do you have a link to some article or report showing NT owns less than 20% of Avici?
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