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Technology Stocks : Cisco Systems, Inc. (CSCO) -- Ignore unavailable to you. Want to Upgrade?

To: tommy gunn who wrote (22636)	2/15/1999 2:09:00 AM
From: jach	Respond to of 77397

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To: tommy gunn who wrote (22636)	2/15/1999 10:17:00 PM
From: jach	Respond to of 77397

Very siginificant, very real, potential negative impact to CSCO. =================================== February 15, 1999, Issue: 752 Section: Bandwidth Platform Blends IP, ATM With Intelligence Chuck Moozakis Lucent Technologies and Sun Microsystems have taken the wraps off a unified messaging system they say will let customers communicate with any device attached to the network. The AnyPath Messaging Platform is the first product emerging from an alliance announced last August. The goal is to develop a scalable, IP- or ATM-based messaging system with enough horsepower to deliver information to everything from wireless phones to Web browsers, according to Larry Frank, vice president of marketing management for Lucent's Octel messaging unit. Boryana Marova, a research analyst at Frost & Sullivan, said, "It's a very significant development. Large service providers are looking for carrier-class offerings that will let them develop more robust services." AnyPath, to be released in the third quarter, will initially include three applications: Unified Mail, a multilingual app that serves as a single point for e-mail, messages and faxes; Visual Mail, an app that gives Web or PC users a tool to review and manage voice and fax messages; and ToolBox Pro, a Java-based development API. The platform will use Bellcore's Intelligent Networking (IN) concepts, which should increase the comfort level of Lucent's traditional telco customers. IN "will allow carriers to offer a wider array of enhanced services," said Paul Stockford, a director at Cahners In-Stat Group. "This is bringing a lot of capabilities previously only available on an enterprise-class server and porting them to the network."