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

To: bill c. who wrote (8330)	6/26/1999 9:38:00 AM
From: MMW	Read Replies (2) \| Respond to of 21876

Bill, << Nexabit NX64000 is great piece of hardware... 17 patents. Nexabit/LU/ASND will combine their talents and work the software issue. >> This is what I differ with you is that a great piece of hardware does not make it a router. OC-192 interface does not mean much if you don't have a piece of software perform routing protocol, ISIS, BGP4, and etc, behind it. And this piece of software is extremely hard to do. This is the area I see ASND, LU, Avici, Nextbit, and along with a bunch of the startups that the press was so excited about are failed to deliver. The router is like a computer. A nice piece of software OS makes the computer working for you. I just look at LU in the recent history. LU has not deliver its own ATM switches and routers. I believe LU has spent a great deal effort developing ATM core switches but they turned around bought ASND instead. They has developed Parkstar router line and has not delivered it neither and turned around bought Nextbit. What does LU has short of ? Can they afford to wait a couple years?