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

To: pat mudge who wrote (4919)	11/6/1998 8:27:00 AM
From: Ibexx	Read Replies (1) \| Respond to of 21876

Thread, New contract for Lucent: ___ Friday November 6, 7:40 am Eastern Time Company Press Release Singapore's StarHub Selects Lucent Technologies for Optical Transmission Network and Access Equipment SINGAPORE--(BUSINESS WIRE)--Nov. 6, 1996--Lucent Technologies today announced that it has been selected by Singapore's newest public basic telecommunications services (PBTS) operator, StarHub Pte Ltd., to supply optical transmission and access equipment for StarHub's nation-wide network. Through an open tender, StarHub -- a joint venture of Singapore Technologies Telemedia, Singapore Power, Nippon Telegraph & Telephone Corp. (NTT) and British Telecom (BT) -- won the PBTS license and the country's third wireless network operator license after the Singapore government deregulated the telecommunications market. The consortium is investing some S$2.6 billion (US$1.5 billion) over the next seven to 10 years on telecommunications infrastructure for fixed line and wireless services. Lucent's multi-million-dollar contract is for phase one, up to the network rollout in April 2000, with a phased-deployment option for eight years. StarHub has awarded Lucent exclusive supply rights for the first four years. StarHub will start commercial service on April 1, 2000. ''We are extremely pleased to have been selected by StarHub for this very significant project,'' said Michael J. Butcher, president and chief executive officer of Lucent Technologies Asia/Pacific. ''We are especially proud that our state-of-the-art optical networking and access technologies will play an important role in helping StarHub achieve its vision to be a world class communications company and the region's preferred provider of innovative info-communications solutions. ''Globally, Internet application spending on e-commerce, e-mail, real-time video, web surfing and the like is projected to increase 400 per cent over the next five years(a),'' Butcher said. ''Lucent is proud to be partnering with StarHub to capitalize on this market using Lucent's wide range of fiber-optic equipment.'' Lucent will design, supply, install, test and commission StarHub's optical transmission network infrastructure using the latest state-of-the-art Synchronous Digital Hierarchy (SDH) optical fiber technology. Lucent will supply its WaveStar(TM) family of next generation optical networking systems, including its WaveStar ADM 1, which facilitates optical service to the desktop. As part of this contract, Lucent will also supply its Integrated Transport Management (ITM) network management software system for centralized control of the transmission network. The SDH transmission equipment to be installed incorporates a 'self-healing' ring architecture, which gives added protection to StarHub's network and ensures the highest level of reliability. Besides providing the essential digital transport backbone that will support StarHub's entire network, the network will enable StarHub to offer its customers multiple high bandwidth services, such as high speed Internet access and video conferencing. Lucent's AnyMedia(TM) Access System will connect StarHub's customers to its optical backbone network and deliver a full range of voice, data and multimedia services. The AnyMedia Access System is based on technology that's designed to provide end-user access from any media, including twisted pair, fiber or wireless. And because the system uses ''plug and play'' application packs to deliver telephony, ISDN, ADSL and other services, the mix of services can be changed at any time by adding or removing application packs to match customer demand. ''We selected Lucent Technologies' SDH and access technologies because they are world class in the provisioning of high-speed digital transmission networks and delivering multimedia broadband capabilities from the backbone network out through the local loop to customers,'' said StarHub's Graham Moore, senior vice president for commercial services. ''Moreover, we were impressed with the 'future proof' design and the additional facilities which they provided beyond our requirements.'' Lucent will deliver to StarHub the WaveStar Digital Access Cross Connect System (WaveStar DACS 4/4/1) that links various networks to increase bandwidth efficiency and network flexibility. The system was recently demonstrated ''live'' for the first time in China. Lucent will also deliver additional SDH equipment multiplexers. Lucent Technologies, with more than 400 SDH networks deployed in 52 countries, is a leading provider of fiber optic cable, SDH and DWDM products in the Asia/Pacific region and around the world. Lucent has approximately 1,400 employees in Singapore. Lucent Technologies' Microelectronics Group has a semiconductor assembly and test facility and there is a Lucent Bell Laboratories research and development facility located here. Other Lucent businesses operating in Singapore include the Global Service Provider Business, Wireless Networks, Network Products, Business Communications Systems, Data Networking Systems, Optical Networking, and Switching and Access Systems. Ibexx

To: pat mudge who wrote (4919)	11/9/1998 12:35:00 PM
From: Mr.Fun	Read Replies (2) \| Respond to of 21876

Pat, Yes, we have to wait for news. I believe that DT and FT are unlikely to put out a big release, since they are essentially expanding existing networks. Furthermore, most big investors are well aware that NN already has those accounts - to grow market share, NN has to hang on to its incumbencies AND take new business. It is the latter that is at issue here. As for NN revenues being withing shouting distance of ASND. Certainly true, but as you have seen from previous posts, I expect ASND's ATM business to grow more quickly than NN's. In addition, there is no comparison between the growth prospects of NN's TDM business (expected to decline 5-10% per year) and ASND's remote access business (expected to grow >25%) In addition, ASND's impressive installed base of over 7million access ports with the world's largest ISPs is an extremely powerful platform for VoIP, FaxIP, VPN, etc. Also a fact unlikely to be ignored by potential acquirors. As for NN's situation being analogous to ASND in March. NN has missed 3 quarters, not just one; the TDM business is a time bomb that destroys visibility; and believe it or not, NN management is even more poorly regarded by Wall Street than Mory and company. Alan Lutz is a good start, but he'll need to put up a track record before anyone puts NN into a prominent place in their portfolio. As for what gets implemented for IP over ATM. The one thing of which you can be confident is that it won't be CSI. Too much of a leap of faith for engineers weaned on distributed routing architectures. Based on discussions with Internet guys, I expect some form of MPLS to emerge as a base standard, but with each vendor adding bells and whistles to help carriers deliver differentiated services. But again, we'll see. I agree completely on the importance of network management. However, NN's rhetoric on having a dominating lead in this area is over stated. NavisCore is viewed as a powerful and flexible management system. Preference varies from observer to observer and is genuinely split evenly. Cisco trails both. Finally, I'm sorry I lost credibility, but I stand by my statement that the 36170 is an old platform. 3.1 software requires a major processor complex upgrade to even run - part of the reason gross margins on ATM at NN have fallen to 50% or less. From what I hear, this is a real band-aid for a fundamental design problem that will be finally rectified in the next generation switch due next year. The 36177 is a nice box, but designed as a customer premises ATM mux, competing more with the Cisco 3800 and Ascend Sahara than with the carrier edge and core switches. So, in summary, I see potential value and substantial risk in NN. I believe ASND is a much better acquisition candidate for LU, even given the price difference. I think NN is six months from any major upward run. The good news is that I don't see NN dropping much lower either. Good Luck.