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

To: Ken Turetzky who wrote (5983)	2/1/1999 3:37:00 PM
From: Dolfan	Read Replies (1) \| Respond to of 21876

Hey Ken, one comes to mind...CSCO :-) I am still researching. I thought Ascend had Routing Technology in the GRF switch which is primarily IP routing. However, at an ISP I was working for they never got it working. The TNT also has some routing built into it. These aren't enterprise routing solutions in my opinion. The main Router engine standards of today are Bay's (RS) and Cisco's (IOS). There are a few other routing Companies but they are mainly private companies. 3COM is one other vendor with routing technology, however it is not an enterprise standard. I also heard LU was designing their router Technology in house. They may need to consider an acquisition to speed things up on deployment. All in my opinion, Mark

To: Ken Turetzky who wrote (5983)	2/2/1999 9:32:00 AM
From: Mighty Mizzou	Read Replies (1) \| Respond to of 21876

InternetWeek says LU still must acquire router technology after the acquisition of Ascend. This is ludicrous. Every day smarter ASIC's in switches come closer to rendering slow routers obsolete. That is why ASND is switch intensive and also why LU paid the big bucks for a switch company first. CSCO will always be known as a router company and therefore will be left alone to die a sssslllllloooooowwwwwww but painful death. GO ASND!!!!!!!!!!!!