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

To: The Phoenix who wrote (7648)	4/30/1999 8:56:00 PM
From: Kenneth E. Phillipps	Read Replies (2) \| Respond to of 21876

Gary - Interesting conversation you have been having with bill and Mr. Fun. I understand part of it but not all of it. Your conversation seems to bear on a post I just made to the Nortel thread. Convergent Networks is a new startup which plans to sell an intergrated convergence switch (ICS) by the end of the year. The startup management team is composed of former Nortel employees. networkworld.com Ken

To: The Phoenix who wrote (7648)	4/30/1999 11:31:00 PM
From: bill c.	Read Replies (1) \| Respond to of 21876

Gary, Just pointing out your misunderstanding with the 5ESS. I would suggest looking at the AnyMedia bay/rack to the 5ESS. Point #1... >> Yeah, I belive LU does this just like Nortel..where they are able to support POT's and DSL service on a single switch. What's cool about this is they can switchover from POT's to DSL on the fly without manual intervention.<<< The Anymedia rack/bay has line cards which splits the voice from the data streams per xDSL line. Each line card supports multiple xDSL lines, from the voice 0-3Khz range and the data above 4Khz. The voice is then sent to the POTS rack on the 5ESS cabinet. The 5ESS has X bays/racks per cabinet which support various technologies, wireless or wired. It just happens the Anymedia rack can take a number of those available bays/racks in the 5ESS cabinet. So the 5ESS cabinet can have multiple AnyMedia racks which support xDSL data traffic, with one or more circuit switched bays/racks, supporting voice communications. Since the POTS silicon doesn't require the power of those CAP/DMT silicon chips, more POTS lines fit per line card on the POTS rack, thus only 1 bay is being used for POTS/Circuit switching. Since the data and voice exist in the same 5ESS cabinet, BUT NOT THE SAME RACK/BAY, the Lucent solution doesn't require to be routed through the Main Distribution Frame "MDF" a second time, unlike the CSCO/Netspeed or Ala 1000 ADSLsolution. The CSCO and ALA solutions are stand-alone DSLAM devices, which do not support POTS. You do understand the CSCO/Netspeed solution? Again, do what Mr. Fun has suggested, go and look at the AnyMedia design. POINT #2 - >> The need to manufacture silicon is an orthoginal argument to selling networking equipment. One does not need to have the ability to manufacture silicon in order to succeed in delivering networking platforms. << You are competing directly against Alcatel for the stand-alone DSLAM device. Alcatel will lose millions to get it's foot print in the CO. Alcatel manufactures the silicon, where CSCO must use a secondary supplier which COSTS more for the final product. Alcatel will low ball Cisco on the stand-alone DSLAM. Cisco will pay higher costs for the silicon, and in some RFP's be required to use the Alcatel silicon. Point #3 >> Last I checked silicon manufacturing was a requirement to being successful in selling DSL solutions. << Last time I checked Alcatel is winning the Global stand-alone DSLAM race, with ORCT/Fujitsu second and Cisco third. The number one and two vendors produce their own DMT silicon. Cisco WILL NOT compete on price, and hase yet to compete on functionality. >>> well, we'll see what happens here. Nonetheless the "label" simply is a silk screen on chip that says Lucent. No customer ever see's it. That's point one. <<< A true marketing view. The point should be Lucent gets $$ for every Cisco modem sold. >> Point two is if indeed LU stopped manufacturing those chips and CSCO was doing good business I suspect LU would have a lawsuit...don't you think? << Lucent can stop producing CAP chips and manufacture DMT chips, and we both know what to expect when USWest goes to DMT. Cisco is now competing against those silicon/equipment vendors that didn't compete against Cisco in the data area in the past. You now have to compete against the LU, ALA, Fujistu microelectronics manufacturing. PSSS. you're not going to get a better price on those chips then the combined equipment/silicon companies. >> That is true and I feel pretty confident that they will never have this solution since it is rooted in TDM architectures which have been proven (time and time again) to be unable to use/re-use resources efficientaly. << OK... lets see AT&T junk their 5ESS switches and use those Cisco switches that CRASHED last year. Unreliable, easy to upgrade Cisco switched CRASHED their data network. TMD architecture provide 99.x% uptime requirements, but you don't understand this point. Lets see 911 phone calls migrate to those Cisco data switches. Bash the TDM architecture while you can't provide the reliable data equiment. Attempt to convince customers to take the "LEAP OF FAITH". Lucent will continue to make $$$ on the reliabe TDM networks, while building and migrating users to the broadband services of tomorrow.

To: The Phoenix who wrote (7648)	5/1/1999 4:35:00 AM
From: Walter Morton	Read Replies (2) \| Respond to of 21876

"Many technology companies go to SDMI meetings not necessarily to influence its choices, but to make sure their technologies aren't left out in the cold. "We want to make sure the standard remains open," said Rachel Walkden, director of audio initiatives at Lucent Technologies Inc. "Lucent is aggressively promoting its proprietary audio codec, called EPAC, which the company claims has "CD-transparent" music quality. Lucent has ambitions to broadly license the EPAC codec and EPAC-based players to consumers and OEMs, though Walkden said the company understands that the format ultimately needs to be sold to major music labels through private negotiations, independent of SDMI." "TI is set to unveil a new DSP, the TMS320C54X, for consumer OEMs looking for a silicon solution for portable Internet music players. The company's TMS320C5410 has already been designed into Lucent's EPAC player and NTT's TwinVQ model. But TI is spinning another version, scheduled for volume production in the fourth quarter, by adding more on-chip memory and lowering power dissipation, according to Johnson." "At this juncture, companies like Lucent are not assuming anything about the upcoming SDMI spec. "We are being very sensitive to the recording industry's needs," Walkden said. Lucent's EPAC proposal will include an encryption system developed by an unnamed third party, as well as a watermarking system developed by Cognicity. Watermark detection, Walkden said, is most likely to be handled by a PC's host processor." "It's going to be a scramble for OEMs to design a system that meets all the SDMI requirements in such a short time frame," said Fred Falk, chief executive at e.Digital Corp. (San Diego), a system-design house that is developing a reference design for the EPAC player for Lucent and its OEMs. The design leverages e.Digital's patented MicroOS file-management system, which the company claims promises a faster turnaround of a system that needs last-minute changes." Message 9257958