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Technology Stocks : Lucent Technologies (LU) -- Ignore unavailable to you. Want to Upgrade?

To: Mr.Fun who wrote (8305)	6/25/1999 12:57:00 PM
From: Kenneth E. Phillipps	Respond to of 21876

Mr Fun - NT sold part of their stake in Juniper. They retained some of their stake. Ken

To: Mr.Fun who wrote (8305)	6/25/1999 1:04:00 PM
From: Kenneth E. Phillipps	Respond to of 21876

Here are the details Nortel, Avici Terminate Commercial Relationship 12:55 p.m. Jun 25, 1999 Eastern infoseek.go.com

To: Mr.Fun who wrote (8305)	6/25/1999 1:34:00 PM
From: The Phoenix	Respond to of 21876

Interesting information. Hadn't heard that BAY was building a terrabit router. I agree I would put my bet on BAY before I'd bet on Avici. Thanks for the insight. OG

To: Mr.Fun who wrote (8305)	6/25/1999 1:45:00 PM
From: Lerxst	Read Replies (1) \| Respond to of 21876

Mr. Fun, Regarding an announcement from NT... "been there, done that." It's called the Versalar Switch Router 25000. nortelnetworks.com Regards, Lerxst

To: Mr.Fun who wrote (8305)	6/25/1999 3:43:00 PM
From: MMW	Respond to of 21876

Hi Mr. Fun, I agree with you. I think NT finally realize BAY's value. Lu has big problem with Nextbit. How does LU to make Nextbit box to work is a big question. Best regards,

To: Mr.Fun who wrote (8305)	6/25/1999 4:51:00 PM
From: bill c.	Read Replies (1) \| Respond to of 21876

Lu/Nexabit, Ericsson is presenlty reselling the Juniper router. Lucent has their own competing product called the 6400. Juniper is first to market against LU, NT and Cisco, thus a good time to IPO for Juniper. Now Lucent will get the Nexabit NX64000 Terabit router. I'm surprised someone did make the connect between the Lucent router "6400" and the Nexabit "64000" router... When a product makes the jump from Gigabit to Terabit, just add a Zero to the product name.

To: Mr.Fun who wrote (8305)	7/5/1999 7:32:00 AM
From: elmatador	Respond to of 21876

Mr. Fun: 80% of the carriers' revenue is generated by business users. 20% remaining is generated by home users. 80% of the operational costs is incurred to support the provision of telephony services for the residential users and the 20% remaining to support business users. The so-called mew world -to use the term Cisco's CEO coined- will look like this: WorldCom's deputy chairman: “our religious focus on the business customer” has been to deliver the most lucrative market for the smallest investment. The company has already wired up 52 city centres in the United States; once it covers 85, it will have access to three-quarters of America's business telecommunications network. Continuing in this course of action, companies -at least the larger ones- will use extensions of their enterprise networks to provide the telephone and data line for employees to access their intranets from home. We can infer that will be left quite a few possibilities for provision of pure telephony services under this assumption above. How is going to be provided the service for users in need of telephony-only service? HOw telephony as public service will be financed then?