Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: bill c. who wrote (7690)	5/4/1999 7:45:00 AM
From: William Richard	Read Replies (2) \| Respond to of 21876

We Should get a four point boost from this when the news gets out, Go CNBC and then Go LU !!!!!

To: bill c. who wrote (7690)	5/4/1999 8:30:00 AM
From: KYA27	Respond to of 21876

Where is Gary?Come out,come out where ever you are!!!!!!! GO....LU&ASND

To: bill c. who wrote (7690)	5/4/1999 9:57:00 AM
From: The Phoenix	Read Replies (1) \| Respond to of 21876

It's my understanding from the press I've read that the TGX-8750 functionality is available in other Cisco products including the MGX and that the need for the TGX is redundant - perhaps because of coming announcements on other platforms. Even so, this turn of events has no bearing on my original assertion about multiservice edges. The TGX was positioned more into the core - an area which Cisco does a lousy job of competing today. OG

To: bill c. who wrote (7690)	5/4/1999 12:25:00 PM
From: hitesh puri	Read Replies (3) \| Respond to of 21876

The latest reports from Cisco are saying ATM growth is not important as compared to IP. Voice and data convergence is not that a high priority among customers. HUH ???!! Wasnt Cisco the one pushing this convergence as their growth driver ? What are they then selling to the Carriers ? And whats the next growth driver they have ? Retail/Home networking with margins of 45-50 ? Can anyone explain to me why IP growth will not translate to ATM growth which is powering the Backbone ? This sounds like more BS coming from Cisco now that they have no competitive ATM products for a year. -Hitesh