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Technology Stocks : BAY Ntwks (under House) -- Ignore unavailable to you. Want to Upgrade?

To: Doug who wrote (6671)	6/18/1998 4:17:00 PM
From: Ishmael	Read Replies (2) \| Respond to of 6980

That's tough to do since they each have segments where they're better than others. Here are the rankings as I sees 'em... Enterprise 1. CSCO (Routers, Catalyst switches etc.) 2. BAYTEL (Accelar, shared media, mid tier routers) 3. LU (Prominet, and nothing since they resell/sold BAY) ISP 1. CSCO (Routers/Packet over SONET and stratocom) 2. ASND (Cascade switches ASND remote access) 3. BAYTEL (Bay has some decent Remote access, but not much ISP core gear anymore) Not sure about NT 4. LU (They're working on some stuff Wavestar, MX-1000 etc.) Carrier (Voice) Bear in mind both companies are extremely North America-centric. Outside the US things are different. 1. LU 2. BAYTEL 3. CSCO N/A (for now) So now LU has an interesting decision to make, do they want to make a run at the ISP space by acquiring ASND or do they want to make a run at the enterprise by acquiring FORE? Who knows, this is just one mans opinion.

To: Doug who wrote (6671)	6/18/1998 4:20:00 PM
From: Ishmael	Read Replies (1) \| Respond to of 6980

Speaking of LU and CSCO looks like the gloves are off! Thursday June 18, 1:31 pm Eastern Time Company Press Release SOURCE: Lucent Technologies Lucent Technologies Files Patent Infringement Lawsuit Against Cisco Systems; Seeks Damages and Injunctive Relief MURRAY HILL, N.J., June 18 /PRNewswire/ -- Lucent Technologies (NYSE: LU - news) today filed a patent infringement lawsuit against Cisco Systems (Nasdaq: CSCO - news) of San Jose, California. Filed in U.S. District Court in Delaware, the lawsuit charges Cisco with infringing eight patents related to data networking. The patents cover Bell Labs-developed technology associated with routers, frame relay network equipment and Asynchronous Transfer Mode (ATM) equipment. ''After numerous attempts to negotiate with Cisco, we were left with no other recourse but to file suit,'' said Michael Greene, Lucent Technologies' president of Intellectual Property. ''We license our patents to many companies in the industry, and our goal is to receive fair value for Bell Labs' discoveries and innovations -- innovations that are the result of more than $3 billion in annual investment. We're looking to protect our intellectual property with the appropriate agreements and for proper compensation.'' In its suit, Lucent will be seeking damages for Cisco Systems' infringement of its patents and an injunction prohibiting Cisco's use of its patents in the future. 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 microelectronics components. Bell Labs is the research and development arm of the company. For more information on Lucent Technologies, visit the company's website at lucent.com.