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Technology Stocks : Lucent Technologies (LU)
LU 2.645+0.8%3:59 PM EST

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To: bill c. who wrote (7647)4/30/1999 6:31:00 PM
From: The Phoenix  Read Replies (3) of 21876
 
Bill,

I'm not interested in bashing you or anyone else...I'm only interested in making money. So, I'd appreciate it if you kept the personal mentions aside.

Now onto your issues:

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.


Yeah, I belive LU does this just like Nortel..where they are able to support POT's and DSL service on a single switch. What's cool about this is they can switchover from POT's to DSL on the fly without manual intervention...and very cool function. Still I believe the traffic passed through the 5E...it doesn't bypass it... does it? Could you explain the loop thing? It's not clear to me what you're trying to say....

Cisco must downplay the migration strategy on the 5ESS, DMS, etc , because they
don't have one.


That is true and I feel pretty confident that they will never have this solution since it is rooted in TDM architectures which have been proven (time and time again) to be unable to use/re-use resources efficientaly.

Lucent can play both sides, while Cisco plays on one.

True....but LU hasn't a choice..this is their revenue stream... to do otherwise would be suicidal.

This isn't the
first time Gary has been incorrect, the ALA vs CSCO xDSL debate comes to
mind.


Humbly...yes, I did underestimate ALA penetration into the DSL space. I admit that. However to my credit.......

He still doesn't understand the need for manufacturing the DMT silicon, never
will.


The need to manufacture silicon is an orthoginal argument to selling networking equipment. One does not need to have the ability to manufacture silicon in order to succeed in delivering networking platforms. I knew I never got through on this point but it really doesn't make a difference where Cisco, LU, or anyone else, get their silicon from ... the point is, are they successful in penetrating their respective markets. Last I checked silicon manufacturing was a requirement to being successful in selling DSL solutions.

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.


Hee hee.. well, we'll see what happens here. Nonetheless the "label" simply is a silk screen on chip that says Lucent. No customer ever see's it. That's point one. Point two is if indeed LU stopped manufacturing those chips and CSCO was doing good business I suspect LU would have a lawsuit...don't you think? Anyway, this will become a mute point.

OG

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