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

To: Mr.Fun who wrote (9311)	8/27/1999 10:11:00 AM
From: Kenneth E. Phillipps	Respond to of 21876

Mr. Fun - "You say that Nortel will undoubtedly introduce this type of equipment soon." I am not as sophisticated in this technology as yourself and very much appreciate your post. It does appear to me however, that Nortel has already deployed this type of equipment. SaskTel Becomes First Canadian Carrier to Deploy Nortel Networks' Optical Switch Interface ATLANTA, Aug. 17 /PRNewswire/ - Nortel Networks (NYSE/TSE:NT) today announced that SaskTel has become the first Canadian carrier to deploy the DMS Spectrum Peripheral module (DMS-SPM). The optical switch interface began carrying live traffic on April 7, 1999. Nortel Network's DMS SPM is enabling SaskTel to transfer voice and data traffic from their customers directly to an optical network for transport across the country. By deploying SPMs in their network, a key component of Nortel Networks' Succession Networks Products, SaskTel is well on the way to meet the evolving needs of the emerging next generation multi-service network. ``The adoption of Nortel Networks' DMS SPM will provide SaskTel with a scaleable solution for the ever-increasing trunking demand of today,' said Al Yam, general manager of Network Planning, Provisioning & Access. ``At the same time, it provides a more flexible network node which helps SaskTel migrate towards the broadband core network of tomorrow for our customers.' ``SaskTel is leading the market with the deployment of Nortel Networks' optical switch interface,' said Greg Best, account vice-president, Nortel Networks. ``Delivering Unified Networks solutions--integrating voice, data, and video at the edge of the network--was critical to SaskTel's business objectives. We are pleased to be such an integral part of these initiatives.'

To: Mr.Fun who wrote (9311)	8/27/1999 10:15:00 AM
From: DHB	Read Replies (1) \| Respond to of 21876

Mr Fun, insight appreciated, but you probably should double check with OG on the following snippet. :) "In an all IP world you do not need Cerent. You would integrate SONET into a big router or go packet directly over Lamda. This $7B deal is, in a way, acknowledgement that "old-world" technologies will be with us for a long, long time." DHB

To: Mr.Fun who wrote (9311)	8/27/1999 10:28:00 AM
From: Clay Takaya	Respond to of 21876

Mr.Fun, Thanks for the great post. I am sure everyone appreciates the time you take to write these outlines as it helps sort out the various factors involved. Clay.

To: Mr.Fun who wrote (9311)	8/27/1999 10:33:00 AM
From: Techplayer	Respond to of 21876

Mr.Fun, That is an excellent post, at least from a LU shareholder standpoint. From my rudimentary knowledge of Cerent's product line, it did appear that CSCO was attempting to add old world technology to its offering. I had not previously considered your point that CSCO is tossing it's IP or nothing rhetoric that has been quite loud for the past 2 years. Great post. Brian

To: Mr.Fun who wrote (9311)	8/28/1999 12:25:00 PM
From: Frank A. Coluccio	Respond to of 21876

Excellent analysis, Fun (which, not surprisingly, means that I agree with you). The DWDM void in CSCO's current arsenal is real, but I believe that this is due to their willingness to wait out what I perceive they believe is a technology "chasm stage." I sense that CSCO realizes that an acquisition of a plain vanilla DWDM solution at this time (most current solutions are just that, with some vendors introducing embellishments through kludgy Layer 3 add-ons) would soon result in their having to do catch up with an obsolete solution, when future, more organically-defined optical solutions arrive. Perhaps they will grow Monterey into some form of stop-gap solution, like they did with StrataCom on some level, in the meantime. IMO, CSCO is wise to be biding their time right now, allowing for a plateau in the state of the art to be reached, without necessarily plunging into a very costly commitment at this time. At least that's my take on it. In the interim, they will continue to partner on enterprise DWDM-based solutions as they are now on an individual case basis [in some situations], with established OEMs and others. During the chasm stage there is still ample visibility for the "older world" approaches - to say the least - to sustain their current sonetized platforms, a point which I make in the second of the two links below, and, as their acquisition of Cerent clearly implies. I appreciate your amplifying on the following point. You did so a lot more eloquently than I took the time to do, earlier, at the time of the announcement (see links below). "6. IMO this is a clear indication that Cisco has backed off on its "Conversion to IP (rather than convergence), voice will be free" rhetoric. Cerent is a TDM company. Its greatest virtue is the ability to integrate IP, ATM, frame and circuit onto a circuit-based TDM SONET architecture. In an all IP world you do not need Cerent... This $7B deal is, in a way, acknowledgment that "old-world" technologies will be with us for a long, long time." From two of my previous posts on the matter: Message 11072751 techstocks.com Regards, Frank Coluccio

To: Mr.Fun who wrote (9311)	8/29/1999 4:26:00 AM
From: elmatador	Respond to of 21876

LU is a mobile player. Cisco is not. Have you noticed how ATT with One Rate Digital is gaining access to the telephony local market via mobile? That thing is exploding. Suppliers cannot cope with the demand for mobile infrastructure. That promises to continue to be big thing as data becomes mobile. Perhaps what Cisco really misses is a Ericsson/type of business. Ericsson does the part from the Mobile Switching Center (MSC) out to the terminals. Cisco does the part from the MSC into to the core. Could be an unbeatable proposition.