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Technology Stocks : Lucent Technologies (LU)
LU 2.665-1.1%2:13 PM EST
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To: Mr.Fun who wrote (7645)4/30/1999 4:53:00 PM
From: bill c.  Read Replies (1) of 21876
 
Mr Fun,

Take a close look at the 5ESS AnyMedia xDSL rack, separate backplane for xDSL data traffic. This provides an integrated solution on the 5ESS, splits the data/voice on the xDSL shelve directing voice to a different shelve in the 5ESS racking and requires one loop through the MDF, unlike the ALA and CSCO solutions, which require two.

Cisco must downplay the migration strategy on the 5ESS, DMS, etc , because they don't have one. Lucent can play both sides, while Cisco plays on one. This isn't the first time Gary has been incorrect, the ALA vs CSCO xDSL debate comes to mind. He still doesn't understand the need for manufacturing the DMT silicon, never will.

Every Cisco xDSL modem sold to USWest has a "Manufactured by Lucent Technologies" label on the CAP silicon. What would happen it Lucent stopped make those CAP chips? Cisco doesn't have a secondary supplier for CAP since Lucent is the only manufacturer of CAP silicon... no more ADSL modems for USWest.
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