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To: Jeff Fox who wrote (92927)	11/22/1999 1:29:00 AM
From: Amy J	Read Replies (3) \| Respond to of 186894

Hi Jeff, RE: "The vision seen by Cisco is that telco is just another data type" But it's not. And that's exactly the problem. You can drop fax bits and still read the fax (or retransmit). You can drop one or two video frames and still see reasonable quality video. But you can't drop voice. As traditional networks get replaced, is LU better positioned technically to take advantage of industry trends* due to their understanding of telco-quality voice? (this is a question) RE: "to be carried eventually on data networks" I agree. RE: "DSL. Their "weapons" are pricing ...tariffs" I agree with you. I heard it was just passed DSL can't be more than $10-$12/mo? This will help-need to solve the home access problem. Regards, Amy J * 1-Internet telephony 2-Replacement of proprietary telco gear with non-proprietary gear aka Intel Inside, right?

To: Jeff Fox who wrote (92927)	11/23/1999 12:30:00 AM
From: jack bittner	Read Replies (3) \| Respond to of 186894

hello jeff, <I'm betting on csco over lu on this one> i went back and forth between your post and amy's and couldn't figure out what you could be betting on csco to do over lu. csco, to belabor the obvious, makes the routers that are the heart of today's networks. they are electronic routers. lucent has just announced the world's first high-capacity, all optical router -- moving ten times today's internet traffic. i'm reading their press release. they got from lab to market in 15 months. i don't see what csco can do about that. lucent is over 2,000 patents deep in optical tech. they have an incredible lead, an incomparable lab. they lead their only competition in the world, nortel, in all 9 communications networking segments but one, Sonet gear. they have 45 billion in sales vs. nortel's 28 billion. think of the r&d money they have available! csco is virtually nowhere in photonics, in dwdm. they just bought a couple of small photoics outfits, cerent was one. jdsu's people told me they are the lrgest independent photonics manufacturer. independent. i said,"who's the largest, never mind independent?" lucent, they said. now lucent has come up with wavestar opticair: photonic transmission using dwdm, sending lightwaves through the air - no cable to lay no radio freqquencies to apply for, and pay for. mount the devices on your building and send. so lucent did the lightwaves over the fibre, now the lightwaves in the router, and through the air inthe last mile to you. they got that last from lab to market in 18 months, and it'll be tested by globalcrossing next month. right now it's limited to 5 km, but it delivers 10 billion bits a second, 65 times more information that wireless. and that's just for openers.