Lucent Technologies (LU) Message Board

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Technology Stocks : Lucent Technologies (LU)

LU 2.415

+1.9%

Nov 21 9:30 AM EST

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To: Neil H who wrote (21482)	1/21/2004 12:11:33 PM
From: David Hansen	of 21876

Yeah but I look at the AVCI moves with NT as purely defensive. NT was caught sleeping when Juniper and LU formed a tighter partnership last quarter. Already, Juniper said that LU revenues represented 10% of it's business and they seem to be taking CSCO market share in telecom. I don't expect huge increases in routing needs due to VoIP. Look - they are compressing a voice stream down to 8K or less. I'm sitting at home in a fairly rural setting and clocking my download speeds at 3.8MB/s on COMCAST cable. It's such a small increment in existing bandwidth availability. What you are going to sell will be VoIP gateways. But, I'd say continuing broadband growth (DSL) will result in more revenue for the equipment vendors than VoIP for some years to come.

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