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To: Eric who wrote (12981)	3/18/1998 10:44:00 PM
From: Zhong Hu	Respond to of 77400

Be alert.News from Yahoo: " ... What Microsoft is to software and Intel is to computer chips, Lucent Technologies Inc.(LU - news) has become to communications networks -- both for phone equipment, where it the world's market leader, and, increasingly, for the Internet. The stock has surged 60 percent in the past two months to record highs amid a growing belief on Wall Street that the old AT&T phone equipment arm is making all the right moves to gear for a new stage of growth in data networks. ''There is anticipation that the company is becoming an aggressive player in new fields like data networking even as it continues to do all the right things in telecom equipment,'' said Frank Dzubeck, an industry consultant with Communications Network Architects. ..."

To: Eric who wrote (12981)	3/18/1998 11:12:00 PM
From: Tulvio Durand	Read Replies (1) \| Respond to of 77400

. The latest reports say that the internet backbones are slowing down with increased traffic. I'm looking for further evidence to support that. This morning's IBD reported a Q&A with Debbie Soon, CEO of Larscom, in which internet backbone traffic congestion was discussed, and a panel of ISPs at the recent Spring Internet World Conference stated they are having trouble keeping up with network backbone bandwidth demand that is accelerating from a twofold increase per year to a now-tenfold increase per year. Message 3752961 techweb.com Regards, Tulvio