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

To: Mr.Fun who wrote (14752)	5/13/2000 8:28:00 AM
From: Kenneth E. Phillipps	Read Replies (1) \| Respond to of 21876

Mr Fun and TechPlayer, I read the posts on this thread and the Nortel and Cisco threads everyday. The article in lightreading was the first time I heard that Nexabit was a total failure. First, Lucent missed the market move to 10Gbps and then acquired a complete lemon in Nexabit for $750 million. Yes, LU has a lower PE and lower Price Sales ratio but I keep waiting for some indication the company has some competent management. I am also wondering about the technical expertise of Bell Labs. If they are so good, why didn't they develop a terabit router. Why couldn't the techs at Bell Labs know that Nexabit was a lemon. I don't want to overstate the case. I would like to buy some LU but there is nothing in the news to convince me the company has turned around. Compared to NT and CSCO, they had an inferior quarterly report.

To: Mr.Fun who wrote (14752)	5/13/2000 8:32:00 AM
From: Techplayer	Respond to of 21876

Mr. Fun, You put my points regarding the Versalar and the terabit router space a bit more eloquently. At this point, has there been a whispers about LU losing any major vendors (as has been alluded here by a NN/ALA person)? Also, the next 2 quarters are predicted by LU to deliver in the vicinity of $24 billion in revenue. is there any word at this early juncture as to the overall level of LU business? thanks, tp

To: Mr.Fun who wrote (14752)	5/13/2000 9:38:00 AM
From: Kenneth E. Phillipps	Read Replies (1) \| Respond to of 21876

BTW I am hearing NT is having huge problems with the Versalar 25000 and may quietly cancel it. Almost all the routing talent at Bay is long gone. The rumor is that NT will try to forge a marketing relationship with Juniper. As far as I know, IXC is still conducting trials of the Versalar 25000. Let me know if this is not correct. The Versalar 25000 is part of the OPTera suite. It would be a huge embarassment for Nortel to cancel it. If the product has problems, it is more likely they would continue work to improve on it. Remember, they gave up on Avici which is being deployed by Enron, to go with the Versalar 25000. In fact, they still own a 20% stake in Avici. I do not doubt that right now Juniper has the superior product but that is good news for both Lucent and Nortel. It does seem to me there is a big difference between Lucent paying $750 million for a lemon and Nortel having problems developing their own core router in house. Which of the two companies is really ahead in integrating IP into their products?