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

To: The Phoenix who wrote (12582)	1/11/2000 6:22:00 PM
From: Kenneth E. Phillipps	Read Replies (1) \| Respond to of 21876

NT got this business because of their committment to Exchange 5.5 and Platimum and Windows NT4.0, W2000. Gary, NT got this business because no other large communications equipment vendor has a competing product.

To: The Phoenix who wrote (12582)	1/11/2000 10:33:00 PM
From: telecomguy	Respond to of 21876

Gary, I guess we will fight this battle across the boards! (Pardon me Lucent followers, this will be the last post on this matter here) "OIE has one purpose and one purpose only Kenneth - to "sick a bunch of start-ups on Cisco". NT doesn't view this is a profit center - they just want to break even and keep Cisco from breaking into the carrier space." Come on Gary...........do you really think that NT believes OIE will STOP Cisco from ATTEMPTING to enter into the Carrier space? (Note I said ATTEMPT). That has to be one of the more amateurish business strategic thinking if there ever was one. First of all OIE will allow NT to create NEW VERTICAL/HORIZONTAL markets in routing applications -- this is their main objective. Secondly, OIE will allow low-end routing applications to become COMMODITIZED. Now, why does NT want to commoditize routing in the low-end? Because that is the ONLY way that it will penetrate the 70% of the remaining router market that is NOT penetrated currently due to the cost of the CSCO routers. In BOTH cases, NT is going after NEW markets that CSCO is NOT addressing because CSCO is mainly about Enterprise Routers. So HOW my friend, is NT going to KILL off the golden goose that keeps CSCO profitable and flush with cash if the OIE is not going to hurt CSCO in the high-end, enterprise router market?(even I have to admit to that!). They are not. NT is not going to affect CSCO's dominance in the high-end router market --- they are really attempting to become THE IP vendor for the masses because of it's strategic importance to Nortel in their overall IP ENABLING approach to their product portfolio. NT is determined to create their own IP market -- not necessarily go head-to-head with CSCO. Roth has grander vision and ambitions than to spend all his time & resources trying to put roadblocks on CSCO's path. NT has their own corporate strategic path supplying totally integrated Voice & Data networking infrastructure from End-To-End to not only the Carriers/PTT's/ISP's but also to enterprises, Small/Medium businesses, and every Tom, Dick and Harry with their WINTEL or other hardware devices (TV, PalmPilot, Sony Playstation, CellPhone, Appliances, etc.etc.) and if CSCO happens to get in NT's way, they will treat CSCO like any other competitors. CSCO shouldn't be so egocentric to believe that NT and LU spend all their waking hours trembling at the thought that CSCO is entering into their "space" and thereby devote 100% of their energy/resources putting DEFENSIVE strategies. That would be calamitous for CSCO as they would be underestimating NT's overall end-game strategy.