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Technology Stocks : Frank Coluccio Technology Forum - ASAP -- Ignore unavailable to you. Want to Upgrade?

To: Frank A. Coluccio who wrote (877)	1/7/2000 5:02:00 PM
From: Stephen L	Read Replies (1) \| Respond to of 1782

Lucent Cites OC-192, DWDM Manufacturing and Deployment Constraints in Earnings Warning 1/7/00 Telco equipment manufacturing titan Lucent Technologies (Murray Hill, NJ) expects operating results for its first fiscal quarter of 2000 to be lower than analysts' estimates. First on Lucent's list of reasons for the shortfall is faster than anticipated shifts in customers' purchases to the Lucent's newest 80-channel dense wavelength division multiplexing (DWDM) product line and greater than expected demand for OC-192 capability on the 80-channel systems, which created near-term manufacturing capacity and deployment constraints. The above is from Fiberopticsonline. It is interesting how quickly OC-48 is being replaced by OC-192 and higher. GigEthernet (to be 10Gig in 2001) at the customer level and in some Metro applications and OC 192 or higher in the backbone. Perhaps there is hope for my slow residential service before Qualcom's HDR. Oh well off for another week on the road for the company so my best to the thread. Steve PS I have not forgotten about VOIP but am still gathering and interpreting the facts. NTOP/Panasonic adds a new dimension to the toy applications. I am trying to gather more details on ITXC but the market seems to like it. Gilder's NOVL is apparently involved in VOIP and the reason I bought the stock is their relationship with some 50 mm businesses may provide a great means of marketing telephony services. With respect to LVLT and the higher quality VOIP initiatives I am still getting up to speed on the SoftSwitch initiative. See you in a week.