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

To: American Spirit who wrote (17565)	2/3/2001 11:26:04 PM
From: James Fulop	Read Replies (1) \| Respond to of 21876

>>More important than a golf course is LU's triumphant biggie deal with VZ. VZ will be the biggest mot dominant telco going forward and therefore LU now has swiped from CIEN (some thought they'd get it) the biggest customer in the world.<< Out of curiosity, are you talking about the following press release? >>Verizon selects Lucent Technologies for deployment of SONET OC-48 products in New York FOR RELEASE THURSDAY JANUARY 18, 2001 LINTHICUM, MD - Lucent Technologies (NYSE: LU) today announced that Verizon Communications, the national telecommunications company formed by the merger of Bell Atlantic and GTE, has chosen Lucent to provide next-generation optical networking technology to meet the growing demand for bandwidth in Verizon's New York metropolitan area designated as the 132 LATA. The agreement includes deployment of Lucent's WaveStar™ TDM 2.5 G optical carrier level 48 (OC-48) solution in the New York metropolitan area and will enable Verizon to efficiently transport voice and data services over fiber-optic lines. This new generation transport system can transmit 2.5 gigabits per second (Gb/s) across a single fiber. "We are pleased to have the opportunity to assist Verizon in evolving its optical network," said John Pellegrini, Lucent Technologies regional vice president. "The deployment of Lucent's WaveStar technology will enable Verizon to efficiently meet customer demand for bandwidth in a market with unprecedented growth." As part of Verizon's plan to evolve its optical networking architecture, it began deployment of Lucent's WaveStar OLS 40G Dense Wave Division Multiplexing (DWDM) system in the former Bell Atlantic service area last year. The 40G enables Verizon to carry more traffic over existing fiber for greater economy and efficiency. The deployment of the WaveStar TDM 2.5G expands Verizon's strategy to deploy state-of-the-art optical technology. In addition to the WaveStar TDM 2.5G, the deployment will include Lucent's DDM-2000, OC-3 and OC-12 SONET multiplexers that enables Verizon to offer a full portfolio of services. Also, Lucent's Worldwide Services organization will be responsible for the engineering and installation of both the WaveStar TDM 2.5G and the DDM-2000 solution in Verizon's 132 LATA deployment area.<< lucent.com Or is it another one? (I can't find any other.) If this is it, I am somewhat perplexed that somebody thinks that Ciena might have won this contract. First of all, this seems to be (although I am not entirely sure and can only infer from the press release) a continuation of a contract first signed a while back (and who knows with what kind of contract clauses for first crack at additional deployment to Lucent.) But more importantly it appears to be a metro SONET transmission contract. While Ciena has recently bought Cyras, a next-generation metro access aggregation product company (which includes SONET) I am not aware that Ciena even offers a product similar to the Lucent product that won. Of course Ciena may have been offering a different type of metro transmission product but installing that would have been a much larger expense than just going with an add-on solution of the same type Lucent had already installed. Since the reasoning behind these kinds of decisions never become public I'll have a hard time learning more about the situation (other than what I find in the press release) but as it still intrigues me, may I ask where you heard/read that Ciena was being considered for this contract? Thanks.