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Technology Stocks : COMS & the Ghost of USRX w/ other STUFF -- Ignore unavailable to you. Want to Upgrade?

To: jhild who wrote (12747)	2/12/1998 11:34:00 PM
From: drmorgan	Respond to of 22053

Interesting article. I found this down at the bottom that I wasn't aware of. Yeah, I noticed that too. I'm not aware that LU provides that many components for modems, at least the USR modems. My guess, and I welcome a correction is that LU provides components mainly in the NIC area?

To: jhild who wrote (12747)	2/13/1998 12:15:00 AM
From: simonds	Read Replies (3) \| Respond to of 22053

Lucent has been the main supplier of 3Com's various inhouse-designed ASIC chips. The relation dated back to the first Ethernet single chip controller, when Lucent was still part of AT&T (about 5 to 6 years ago). IMO, it'll build up at least into some kind of partnership or technology exchange. If Lucent makes a bid for it, IBM probably won't stay on the side line. Don't you think? simonds.