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Technology Stocks : Lucent Technologies (LU)

LU 2.500

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3:59 PM EST

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To: bill c. who wrote (7690)	5/4/1999 12:25:00 PM
From: hitesh puri	Read Replies (3) of 21876

The latest reports from Cisco are saying ATM growth is not important as compared to IP. Voice and data convergence is not that a high priority among customers. HUH ???!! Wasnt Cisco the one pushing this convergence as their growth driver ? What are they then selling to the Carriers ? And whats the next growth driver they have ? Retail/Home networking with margins of 45-50 ? Can anyone explain to me why IP growth will not translate to ATM growth which is powering the Backbone ? This sounds like more BS coming from Cisco now that they have no competitive ATM products for a year. -Hitesh

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