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Technology Stocks : Lucent Technologies (LU)

LU 2.580

-3.6%

3:59 PM EST

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To: bill c. who wrote (7662)	5/2/1999 12:17:00 PM
From: The Phoenix	Read Replies (2) of 21876

The level of this conversation is getting well past your ability. Why is it so many people on these threads feel the need to make personal attacks when they are challenged. Look Bill, if you think there is a "win" in this dialoge then I'll respond. But I assure you that you haven't explored the depth of my knowledge as I'm sure I haven't challenged yours. We're all smart people here...well, with a few exceptions, however I truely see no benefit in continuing this sideline conversation. If you feel otherwise, please say so without attacking my knowledge and experience. Now can we get back to my original point to which there is no BS. If I recall I was seeking input on what appeared to be LU's desire to leverage 5E technology into tomorrows multiservice nets. Even LU's "VoIP strategy" is based on the Definity PBX. Message 9260666 As I said before I know that LU MUST continue to hold onto the circuit switch revenue stream in order to build that bridge to next generation networks, however I'm wondering if this will become an impediment to thier ability to move quickly to next generation networks and whether this strategy will allow them to effectively compete. That IS the question at hand. Front ending or backending the 5E's I believe is a great way to migrate however the underlying fabric is still circuit switching and the need for revenue will surely make LU more cautious. How do they enter an account using LU 5E's and sell upgrades when development dollars are being spent on next gen. networks? The LU strategy is to build onto the 5E rather than replace it...however I think this strategy may lose some steam going forward as lower cost, high performance multiservice IP nets are brought to bear. I know...they are not here today, but I think it's a matter of time. I agree with you and Mr. Fun that SP's will not remove their 5E networks anytime soon but the question is what type of networks will SP's be deploying next year and 5 years from now. Will they still deploy 5E's or next generation multiservice nets? WHere will there be more growth - 5E's or next generation networks? If it's the latter, when and how will LU make the jump, in effect cutting their old revenue stream and moving to the new one. These are the same issues that Newbridge and NET were dealing with in the late 80's when the move (from a data perspective) was from TDM to frame and ATM. They didn't make the jump quick enough and CSCC and STRM left them in the dust. Same thing again.... now with voice. Thus my quetions. Now billc....can you be civil and respond like an adult. If not that's OK. It is a difficult and multifaceted issue to which I don't believe anyone really has the answer. I think it's a wait and see... OG

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