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Technology Stocks : Lucent Technologies (LU)
LU 2.500+3.5%3:59 PM EST

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To: MulhollandDrive who wrote (1095)12/6/1997 9:21:00 PM
From: qdog  Read Replies (1) of 21876
 
I'm not that sure that will happen. As I said in the past, telco equipment makers are being tasked by the folks that are taking over the Internet, RBOC's and LD providers. I've meet and talked with both in the past few months and their is a total dissatisfaction with the reliability factor that CSCO brings to the table.

I'm, sorry to say, but in trade mag's, it's being pronounced more and more; latency problems with the Internet is FINALLY being exposed. It's not just a B/W issue, but an equipment and design issue. This CSCO, appropriately, will get the blame, as will MSFT. Neither understands the legacy of the traditional POTS system of reliability and that will be in part, be their undoing.

LU, along with NT, Alcatel, Ericsson, and others are attacking this problem; either through partnership or aquistion. The telco manufacturers are closer to the solution than the Networkers.
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