Lucent Technologies (LU) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Lucent Technologies (LU)

LU 2.515

-0.2%

11:03 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: verdad who wrote (21302)	6/25/2003 1:55:37 PM
From: David Hansen	Read Replies (1) of 21876

I think you are thinking of the old WIFI business known as the Orinoco product line. Lucent stepped out of the 802.11 business some time ago and is only recently announcing new WIFI product around the Cellpipe 23 family... I believe that the Mobility group supports WIFI hotspots over 3G but the WIFI part of that is a partnership if I am not mistaken... From the last few quarters you can easily see that it is the Mobility business that has some good growth qtr over qtr. Circuit switching is still declining but more slowly. Haven't really seen if the INS division has bottomed yet but if they are going to be profitable by Q4 I would say that the bottom has happened. As far as new products go... Lucent has shown that she can qin some big Metro Optical deals around DMX and the Unite products. They have announced quite a few and it competes quite favorably with Cisco's 14454 (old Cerent) line. At Supercomm they showed a new Class 5 switch on a circuit pack which is shipping called iGen. Pretty cool stuff and will definitely help in the Independent telco market where they need to be competing with NT's DMS10. In my opinion, NT is not paying enough attention to this market and LU has a real oppty here... Not to mention the DSL market... At Supercomm they announced a new VDSL DSLAM and they were showing ADSL2+ cards running in their Stinger doing 21 MB/s downstream with 6 video feeds running. Impressive stuff, hopefully they can close some business with this stuff soon.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next