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

To: Techplayer who wrote (7112)	4/8/1999 4:53:00 PM
From: Hagar	Read Replies (1) \| Respond to of 21876

Interesting references to LU. Sentient claimed superiority to Cascade technology 2 years ago and... Yup, the old 9000 killer, them and Cadia. It also highlights Cisco's strategy of buying technology it does not already have to move into new markets. Stratacom, Lightspeed... Where's the new technology? I think it highlights the fact that Cisco had trouble getting new products out of these groups. I'm not knocking Cisco, but the fact is these products are hard to build, correctly. I think it also points out that the road to IP over Sonet and IP over Lambda (if there is one) is initially through ATM. While Cisco will turn this into revenue I find it amazing that the industry press doesn't read between the lines.