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

To: Mr.Fun who wrote (13226)	2/3/2000 10:54:00 PM
From: Techplayer	Read Replies (3) \| Respond to of 21876

Mr. Fun, Thank you for your in depth response. Paul Silverstein also seems to have a disagreement with the 400G (I posted). Given that and the following comments, do you still agree? I am long many thousands of shares and am trying to discern fact from fiction at this point. the followinf is not a Robbie Stevens comment.... "PART 1 of 7 FEBRUARY 01, 2000 Optical Illusions Introduction: Bold Claims -------------------------------------------------------------------------------- When Lucent launched its LambdaRouter last November, it described it as "the industry's first all-optical router." Guess what? It was wrong on both counts. First, the product isn't 'all-optical' at all. The LambdaRouter switches light, sure, but outgoing signals have to be regenerated electrically before they can be transmitted any distance. Second, it's not a router - in that it doesn't read layer 3 information and make decisions on how to send traffic based on the most expedient route. So if it isn't all-optical, and it isn't a router, what is it? "It's an automated patch panel," says Nicholas De Vito, director of marketing at Tellium Inc. (http://www.tellium.com/), an optical networking startup Essentially, what Lucent has built is a relatively large, 256 by 256 port, prototype optical switch using micro electro-mechanical (MEM) technology. Lucent Technologies Inc. (http://www.lucent.com) is far from alone in hyping the all-optical aspect of its developments. In fact, the way vendors market their products is becoming as important as the technology they sell." Brian

To: Mr.Fun who wrote (13226)	2/4/2000 9:54:00 AM
From: Kenneth E. Phillipps	Respond to of 21876

Mr. Fun - Thank you for the additional information on the market for optical networking. I appreciate receiving your input.

To: Mr.Fun who wrote (13226)	2/5/2000 11:30:00 AM
From: Doug	Read Replies (1) \| Respond to of 21876

Mr Fun: Soliton technology by narrowing the spectral width will reduce the number of EBDA's/1000 miles leading to major cost saving of the passive components. I believe the problem is more focused on the fibre geometry ,cladding and R.I spec which requires second order tolerances in comparison to existing Single mode graded Fibre. To achieve that over miles of strand may be problematic. Why is it that the University R&D on Solitons is at an all time high.?

To: Mr.Fun who wrote (13226)	2/5/2000 1:10:00 PM
From: Geof Hollingsworth	Read Replies (1) \| Respond to of 21876

It is misleading (or maybe Clinton-esque) to position soliton technology as an ultra-long haul technology. Solitons enable an expanded set of trade-offs among distance, speed and channel spacing. The initial applications are focused on long-distance because of the huge opportunities for cost savings from fewer regenerations and because of the spec-manship advantages in press releases, but there is no reason soliton technology can't be used in the future to enable densely packed OC-768 over 100km, for example, instead of the current moves to extend OC-192 to long distances. I completely agree with your second point, however, which is that it hardly means LU should fold its tent and go home when it comes to optical networking. Solitons will, at best, serve a portion of the market in the long run. The market is huge, and no single vendor is going to dominate it at all levels the way Cisco does in internetworking (or at least there is no evidence of that today). And it's not like the upstarts have an unblemished delivery record-Corvis is also late in delivering the OC-192 product, having completely misjudged the speed with which the market would move from OC-48. My guess-RSC is angling to do the Corvis IPO and is laying the groundwork.