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Technology Stocks : LU: Long-term Prospects -- Ignore unavailable to you. Want to Upgrade?

To: HairyWho? who wrote (52)	5/5/1998 10:30:00 AM
From: Don Dorsey	Read Replies (1) \| Respond to of 82

This shows LU is making progress on the issues described in the article in the previous post. Lucent Technologies Announces New Solution That Turns Existing Phone Line Into "Mini-Network" for Voice and Data Business Wire - May 05, 1998 10:18 LAS VEGAS--(BUSINESS WIRE)--May 5, 1998--Lucent Technologies today announced that it has developed a new solution that enables service providers to deliver high-speed data and voice services over IP networks to turn a single existing phone line into a broadband "mini-network." Called the WildWire(TM) IP ADSL Access System, Lucent's solution gives service providers the ability to simultaneously deliver a second voice line and up to four data lines to their target small office/home office, telecommuting and consumer markets. Using an "always on" connection that eliminates dial-up problems like busy signals and disconnections, the WildWire IP ADSL Access System reaches speeds more than 25 times faster than today's fastest analog modems. For end users, the system provides fast, efficient downloads of large files, no-wait Internet access and the required bandwidth to run two-way applications such as video conferencing. The WildWire IP ADSL Access System expands Lucent's already comprehensive portfolio of ADSL solutions that gives service providers multiple options for cost-effectively integrating ADSL capabilities into equipment already in their network or as part of new network builds. The existing portfolio includes solutions for both Full-rate ADSL (up to 8 megabits per second) and ADSL Lite (up to 1.5 megabits per second) over ATM networks. The WildWire IP ADSL Access System represents the first IP over ADSL solution using Discrete-MultiTone (DMT) line coding in the industry where a single vendor offers the ADSL equipment for both the central office and the subscriber. As an end-to-end Lucent solution, the WildWire IP ADSL Access System reduces the amount of time and expense required for system installation and testing and eliminates the question of equipment interoperability between the central office and the subscriber. "A significant number of our customers want an IP over ADSL solution so they can leverage the large embedded base of IP networks and extend the broadband capabilities of their data network directly to their subscribers," said Linda Manchester, director of DSL, Lucent Technologies. "The WildWire IP ADSL Access System integrates seamlessly into existing IP networks and enables service providers to deliver new revenue-generating data and voice services without having to make a huge capital investment in their networks." Developed by Bell Labs, the WildWire IP ADSL Access System was taken from concept to trial product in six months. The WildWire IP ADSL Access System is scheduled to enter into production for general availability at the end of 1998. The solution includes Lucent's Personal Media Router at the subscriber's home or office and the company's Digital Subscriber Line Access Multiplexer (DSLAM) in the central office. The DSLAM receives the subscriber's line and sends the voice traffic to the public telephone network and the data to the subscriber's data carrier. About the size of an external modem and as easy to install as plugging in a phone, Lucent's Personal Media Router combines the functions of a modem, a second phone line and a router into a single piece of equipment. The product has separate Ethernet connections for up to four PCs or peripherals, enabling connected users to exchange files electronically and share hardware resources like a printer. The second voice line has its own phone number, functions and sounds like a regular phone line and can be used while subscribers are online, providing a second phone line that does not require any service provider installation. The WildWire IP ADSL Access System can be provisioned asymmetrically to support 1.5 megabits per second downstream to the user and 384 kilobits per second upstream to the service provider, or symmetrically with two-way 384 kilobits per second service. Even more important for service providers looking to keep deployment costs down, the WildWire IP ADSL Access System does not require a voice/data splitter to be installed at the customer site to separate the voice and data information. The WildWire IP ADSL Access System is based on open, widely deployed IP standards and Discrete Multi-Tone (DMT) ADSL line coding, the ANSI standard (T1.413). In addition, both the DSLAM and the Personal Media Router incorporate the WildWire(TM) chip set from Lucent's Microelectronics group and the ADSL magnetic components from Lucent's Power Systems group. The WildWire chip set provides the crucial digital modem and line code modulation capabilities between the Personal Media Router and the DSLAM and the magnetic components split the voice and data and improve the modem performance through an innovative low-pass filter. Lucent Technologies, headquartered in Murray Hill, N.J., designs, builds and delivers a wide range of public and private networks, communications systems and software consumer and business telephone systems and microelectronic components. Bell Labs is the research and development arm for the company. For more information about Lucent Technologies, visit the company's web site at lucent.com. CONTACT: Lucent Technologies Doug Broad, 908/559-7520 (office) 800/203-5058 (pager) dbroad@lucent.com

To: HairyWho? who wrote (52)	5/5/1998 10:35:00 AM
From: Don Dorsey	Respond to of 82

Here are some technical details about the new chip set. Lucent Technologies Introduces Modem Chip Set that Enables Both 56-Kbps and ADSL Data Transmission Business Wire - May 05, 1998 10:19 ALLENTOWN, Penn.--(BUSINESS WIRE)--May 5, 1998--Lucent Technologies' Microelectronics Group today introduced the industry's most compact digital subscriber line (DSL) chip set, which allows personal computer users to access the Internet regardless of whether they have traditional analog or DSL service. The three-chip WildWire(TM) chip set, targeted for use in personal computers and stand-alone modems, supports both ADSL and V.90 (56-Kbps(a)) analog connections. It incorporates Lucent's WildWire Digital Subscriber Line "Lite" technology introduced earlier this year, which downloads data at up to 1.5 Mbps - up to 30 times faster than today's analog modems without requiring voice/data splitters. The ability to achieve either 56-Kbps or digital modem connections means that a computer with a modem containing the WildWire chip set will be able to transmit data over any phone connection, even in areas where DSL service is not offered yet. "Having a modem chip set that is not capable of both traditional analog and DSL is like having a car that you can only drive at highway speeds," said Bob Rango, general manager of market development with Lucent's Microelectronics Group. "In the real world, a modem has to be able to communicate at whatever rates are available from the service provider." Lucent's WildWire chip set includes an auto-detect feature that determines whether or not the central office has a DSL connection and allows the user to transmit data at the highest rate available. This alleviates the need to reconfigure PCs from 56-Kbps modems to DSL, extends the useful life of the modem, and protects the consumer's investment as DSL is deployed. The WildWire chip set consists of Lucent's 1690 digital signal processor (DSP), an ADSL codec and an analog modem codec. The DSP 1690 couples two of Lucent's DSP1600 cores onto a single chip operating at 200 million instructions per second (MIPS) and consuming only 1.5 watts of power. Lucent is working closely with the Universal ADSL Working Group (UAWG), which is a consortium of leading companies in the personal computer, telecommunications, and networking industries aimed at accelerating the adoption and availability of high-speed digital Internet access for the mass market. Lucent's chip set uses the Discrete Multi-Tone (DMT) multi-carrier line coding scheme, which is being widely embraced by telephone companies. And it is easily RAM-upgradeable to improved versions of the International Telecommunications Union's (ITU) anticipated G.Lite standard and the UAWG's 1.5 Mbps proposed technical specification, which is expected later this year. In separate announcements today, Lucent also introduced a new family of ADSL magnetic components and the WildWire IP ADSL Access System, which incorporates the WildWire chip set. Samples of the WildWire chip set are available now. Lucent expects to have production quantities available for shipment by the third quarter so that there will be PCs and modems incorporating the chip set in retail stores in time for the holiday shopping season. In the United States, the chip set will be priced at $69 in quantities of 10,000. Lucent's Microelectronics Group ranks first in the world in sales of modem chips for personal computers (PCs), and the company is the number one seller of chips for modem-equipped PCs in North America, with more than 40 percent market share.(b) The company's PC OEM customers include Compaq, Hewlett-Packard, IBM, NEC, Sony, and Toshiba. For WildWire product literature, customers may call the Microelectronics Group Customer Response Center, 1-800-372-2447, Dept. R74 (in Canada, 1-800-553-2448, Dept. R74); fax number 1-610-712-4106 (especially for callers outside of North America); or write to Lucent Technologies, Room 30L-15P-BA, 555 Union Boulevard, Allentown, Pa., 18103. More information about Lucent's high-speed modem technology can be found on the Microelectronics Group's web site at lucent.com and at www.lucent.com/micro/K56flex. Lucent Technologies, headquartered in Murray Hill, N.J., designs, builds and delivers a wide range of public and private networks, communications systems and software, data networking systems, business telephone systems and microelectronic components. Bell Labs is the research and development arm for the company. For more information on Lucent Technologies, visit our web site at lucent.com. Lucent's Microelectronics Group designs and manufactures integrated circuits and optoelectronic components for the computer and communications industries. (a) 56 Kbps technology refers to server download speeds only and requires compatible modems are server sites. Other conditions may limit modem speed. (b) Source: VisionQuest 2000 CONTACT: Lucent Technologies JoAnna Schooler, 908/508-8234 (work) 732/287-0909 (home) jschooler@lucent.com or Charlie Hartley, 908/508-8226 (work) 908/252-0529 (home) cjhartley@lucent.com

To: HairyWho? who wrote (52)	5/5/1998 1:22:00 PM
From: RavBruce	Read Replies (1) \| Respond to of 82

I found the article highly informative. It shows that technology alone is not enough to win out in the long term. The ability to get the tech- nology to customers and have them buy your product is critical. This means the ability to change structure, philosophy, etc. in enough time to accomadate changes in the market place. It seems we have a new Lucent: one that is not afraid to buy technology it needs or change the way it operates to better compete. These things would have taken years to accomplish under AT&T. This assures me that Lucent will be a great competitor over the next few years and will outperform the market even if this unsustainable stock advance slows in the short run. Taking as a given that I am holding my shares for the long-term -- are any of you buying Lucent LEAPS now? Or doing any shorter term hedging strategies? Thanks, Bruce