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

To: verdad who wrote (21302)	6/24/2003 10:36:32 PM
From: pass pass	Read Replies (1) \| Respond to of 21876

the wifi business (Orinoco?) was sold to Proxicom, correct?

To: verdad who wrote (21302)	6/25/2003 1:55:37 PM
From: David Hansen	Read Replies (1) \| Respond to of 21876

I think you are thinking of the old WIFI business known as the Orinoco product line. Lucent stepped out of the 802.11 business some time ago and is only recently announcing new WIFI product around the Cellpipe 23 family... I believe that the Mobility group supports WIFI hotspots over 3G but the WIFI part of that is a partnership if I am not mistaken... From the last few quarters you can easily see that it is the Mobility business that has some good growth qtr over qtr. Circuit switching is still declining but more slowly. Haven't really seen if the INS division has bottomed yet but if they are going to be profitable by Q4 I would say that the bottom has happened. As far as new products go... Lucent has shown that she can qin some big Metro Optical deals around DMX and the Unite products. They have announced quite a few and it competes quite favorably with Cisco's 14454 (old Cerent) line. At Supercomm they showed a new Class 5 switch on a circuit pack which is shipping called iGen. Pretty cool stuff and will definitely help in the Independent telco market where they need to be competing with NT's DMS10. In my opinion, NT is not paying enough attention to this market and LU has a real oppty here... Not to mention the DSL market... At Supercomm they announced a new VDSL DSLAM and they were showing ADSL2+ cards running in their Stinger doing 21 MB/s downstream with 6 video feeds running. Impressive stuff, hopefully they can close some business with this stuff soon.