The *NEW* Frank Coluccio Technology Forum Message Board

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Technology Stocks : The *NEW* Frank Coluccio Technology Forum

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To: ftth who wrote (298)	8/1/2000 7:49:58 PM
From: Frank A. Coluccio	Read Replies (1) of 46821

"So their advantage--if any--may well be Lucent's size and reach more than anything. If they gain a bit of momentum the smaller players will have a tough time making inroads in the market ..." Seems like a plausible argument. But one has to wonder why LU didn't take their own product to market as they said they would. A 40 Gb/s optical link (which is what the most boastful claim was, using four-lambda WDM) between buildings is quite a prospect to behold. At first they were to provide this capability to GBLX for solutions which in their entirety are still unclear to me, and go on to offer it as a stand alone product to others. Along comes TB and LU drops the direct availability of the product, and partners with the newcomer in what appears to be an exclusive arrangement. And to the best of my knowledge, nothing of note has taken place with GBLX. All very strange. Comments, corrections, welcome. FAC

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