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

To: Gerald Walls who wrote (8607)	7/15/1999 1:22:00 AM
From: Tae Spam Kim	Respond to of 21876

Wireless Networking Breakthrough at 10 Gb/s - 1:15 AM EST - TK Hubba. Hubba. Lucent is working on wireless 10 gigabits/second networking based on dense wave division multiplexing (DWDM). This is the same technology used to squeeze amazing bandwidth out of the fiber optic networks. Global Crossing is planning field trials in December. Think about it? If it works as planned, businesses can transmit 15 CD-ROMs worth of information through the air in ONE SECOND. Using beams of light to transmit information directly through the air, a breakthrough optical networking system from Lucent Technologies (NYSE: LU) will dramatically boost the capacity of local data networks and extend the reach of today's high-capacity fiber-optic systems. Lucent's new WaveStar™ OpticAir™ system will use state-of-the-art lasers, amplifiers and receivers that can be placed on rooftops or in office windows to transmit voice, data or video traffic from point to point through the air. Designed by Bell Labs, the WaveStar OpticAir system will use dense wave division multiplexing (DWDM) technology to increase network capacity in metropolitan areas and campus environments where cost, geography or other constraints may make fiber connections impractical. Global Crossing will be first to test the system -- conducting field trials by December. The first system to use DWDM technology directly through the air, Lucent's WaveStar OpticAir system eventually will enable business customers and service providers to transmit up to 10 gigabits (billion bits) per second (Gb/s) of information between locations. At this rate, customers will be able to transmit the data contained on 15 CD ROMs through the air in less than a second. That's 65 times more information than with today's radio frequencies. - Lucent

To: Gerald Walls who wrote (8607)	7/15/1999 6:54:00 AM
From: Techplayer	Read Replies (1) \| Respond to of 21876

Gerald, I am not a CSCO hater, but believe that CSCO is overpriced (moreso than LU) at the present time. CSCO margins are dropping, and competition is growing. The PE is astronomical, even compared to its traditional multiple, while growth numbers are slowing (% wise, which should be expected given the size of the company). CSCO should not be the lion's share of a new investment at this time, imo. I own CSCO, but am heavily weighted in LU. It is the carriers that will be spending the hundreds of billions ovr the next few years. LU is better positioned to take advantage there. Good luck, Brian