Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Dolfan who wrote (9609)

9/22/1999 4:46:00 PM

From: Alex

Read Replies (1) | Respond to of 21876

zdnet.com

Outside the Box
The Stinger gets stung by Lucent hype
By Pankaj Chowdhry
September 23, 1999 9:00 AM ET

I'm allergic to bee stings. when I get stung, I swell up like a
balloon and often have to go to the hospital. Because of this reaction
to apis mellafera, I often scream at the mere mention of the word
"bee."

Imagine the noise coming from my office last week when I was "stung"
by Lucent's press release about its new product, ominously named the
Stinger.

About the only thing that I am more allergic to than bee stings is
vendor doublespeak. And with the press release about the Stinger,
Lucent went into overdrive. In its purest form, the Stinger is a
combination of a high-density DSLAM and an ATM switch. Now, both of
these devices have existed for years?Lucent simply had the good sense
to combine them into one extremely useful device.

And make no mistake: The Stinger is a useful device that fits a
definitive need in the carrier market. However, it's not a voice
device; it is a data-in/data-out product. I realize that data is no
longer sexy and that everyone and their mother wants to be a
convergence player, but slapping the word "voice" into a press release
doesn't magically turn a shoebox into a telephone, and it doesn't make
the Stinger a voice device.

Lucent mentions the word "voice" no fewer than 13 times in its press
release, extolling the "carrier-class voice capabilities" built into
the Stinger.

Twenty paragraphs into Lucent's press release, I found out how Lucent
will actually support voice on the Stinger?through a new program that
will allow the Stinger to deliver voice by interoperating with
third-party voice gateways.

The Stinger enables voice over DSL about as much as two cans
voice-enable a piece of string. What Lucent conveniently left out of
the press release is that these third-party voice gateways offer the
same level of interoperability with almost a dozen other companies'
products, most notably archrival Cisco's 6100, which will compete
directly with the Stinger.

Cisco advertises the 6100 as a DSLAM?nothing more, nothing less. It
isn't floor wax, it isn't dessert topping, and it sure as heck isn't a
voice device.

Stop the madness

I thought that being in the network world would make me immune to the
Internet insanity currently running through the marketplace. Does
anyone really need an Internet-enabled mouse? How about that new
Internet-ready screen saver?

I would hope the networking companies of the world would see past this
smoke screen and not try to place a small "e" or dot-com in every
product name to proclaim its Internet readiness. I guess they figured
they missed that opportunity, and now they must "voice-enable"
everything from switches to Cat-5 cabling.

The truly sad part of the Lucent release is that the technical specs
on the Stinger are great. This is one high-density mamba-jamba with
great QOS features. However, as is often the case with an overzealous
marketing department, Lucent's honchos feel that they must bill the
product as something that it isn't to appeal to customers. In
actuality, they confuse customers, who must spend valuable time trying
to figure out what a product does when they should be figuring out
whether or not to buy it.

How confused have you gotten when reading vendor marketing material?
Contact me at pankaj_chowdhry@zd.com.

To: Dolfan who wrote (9609)	9/28/1999 12:50:00 AM
From: David C. Burns	Read Replies (1) \| Respond to of 21876

I am thankful that is a volunteer type request. When I first opened up the letter I thought it was asking me to sell all my shares, that they would no longer handle odd lot accounts. I am going to see about sending them my open market stock certs and pool them together. That way they are safer anyway. They are probably basing their mailing on the shares you hold in your name, not in the DRIP account. And unless they are consolidated, you could appear as an odd lot holder even if they total more than a round lot. As for the voluntary nature of it, I saw an interesting twist on this last year - a company got authorization from its shareholders to do a 1 for 10 reverse split immediately followed by a 10 for 1 split. Therefore almost all of the small holders got cashed out involuntarily and everybody else was essentially unaffected.