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

To: Frank A. Coluccio who wrote (3790)	8/25/1998 12:18:00 PM
From: aladin	Read Replies (1) \| Respond to of 21876

Frank, Your assesment is correct. IBM poured all of their effort into APPN to handle these large flows in a mainframe centric world. Thus they only recently have taken to IP (on the Mainframe side). The Juniper/IBM relationship is as Curtis stated - a simple microelectronics deal. However, just as we all admire LU for Bell Labs and all the deep research, IBM has its own research arm. They continue to out-patent even LU and could re-appear in the communications wars. They just need to bury the SNA centric marketing and maybe their current Network Hardware Division :-). Any thought on IBM's view of all this? They have deep pockets both in cash, stock pooling and research. John