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 2.445

+1.2%

11:00 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Dennis Doubleday who wrote (4844)	10/28/1998 5:56:00 PM
From: Mr.Fun	of 21876

I understand how you would get the impression that FORE had all the L3 business, but there is more here than meets the eye. It was interesting that FORE rushed that L3 press release out so quickly. Of course, all companies can be counted upon to twist the truth in their pr. Since that time, Level3 has taken delivery of more than 20 Ascend CBX-500 switches. There are less than 10 ASX-4000 backbone nodes in the network. The original choice of FORE was driven by several factors: 1) as mentioned the MCI guys were pushing for it 2) FORE bid significantly below Ascend and 3) Ascend's OC-48 card was not yet in general availability. However, for the edge switches Ascend was a no brainer because of the need for frame relay service, IP navigator and a real network management system. All together, Ascend has twice as much ATM business at L3 than FORE. It will be interesting how L3 decides to go in its phase 2 deployment in 1999. I know how I would bet.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next