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

To: mrknowitall who wrote (3830)	8/28/1998 3:34:00 PM
From: The Phoenix	Read Replies (1) \| Respond to of 21876

What announcement are you referring to? Note that both Cisco and ASND also have SS7 capabilities. Granted however LU is the incumbent here. Still having the ability to interface to legacy SS7 signaling devices - although clearly a fundamental requriement - gets you nothing unless you first have a packet based network to install...otherwise there is no churn...you have to have both! LU is currently behind their understanding of and in building marketable packet based environements and is even further behind (I believe) in building billing and other applications for IP networks. What I'm getting at is that the new networks are packet based and billing app's and signaling (SS7) although required must be adapted to these new packet based environments. ASND and CSCO have the basics in place (network infrastructure) and are now building/buying (Stratus, Lightspeed) these applications on top of their networks. LU has to come at it from the other angle which will likely lead them to realize that existing SS7 and billing applications need adaptation for integration onto packet based environments. I think it is this fundamental issue which has some believing that ASND and CSCO will get there first. In this market (as fast as it's moving) getting there first will be hugely important. The question is, is LU willing to take that risk or will they eliminate some of this risk by purchasing someone with the foundational knowledge to help them eliminate it. OG