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Re: (ASCEND) Lucent -=-> Ascend --> ? (fwd)


My vote is Lucent Buys ascend, Next Generation of TNT's use a lucent
chip-sets, I think it's October 2nd when lucent can actually start
to buying large companies again. So again we will see. 

Anyone going to buy me a beer if I'm right ? :)

Jason Nealis
Director Internet Operations / Network Access
Erols Internet (An RCN Company)


On Tue, 1 Sep 1998, MegaZone wrote:

> Once upon a time Jason Nealis shaped the electrons to say...
> >So what do people think of the new rumors yet again of Lucent 
> >purchasing Ascend? 
> 
> I really doubt it.  The benefit would be the Cascade switches and GRF I
> suppose.  The MAXen aren't really important with the PortMaster they have.
> Perhaps the low end - Pipelines and the like.  But they could get similar
> products buying smaller companies with a lower market cap - better value.
> 
> >If so, What wins ? TNT or PM4?
> 
> PM-4 hands down.  The TNT isn't even in the same CLASS let alone on the same
> lap.  You know the TNT II is already in the works, the TNT is running out
> or steam and looks sad next to a Pm-4, AS5800, CVX-1800, etc.  On top of
> that the PM-4 extensively uses Lucent silicon - HDLC, DSPs, etc.  And they
> are already working on incorporating ATM, Lucent's VOIP, OneVision management,
> etc.  The TNT is past its prime, the PM-4 has plenty of growth yet to come.
> 
> Even if we were talking apples to apples I still believe the PM-4 would win -
> because of the Lucent HW and software integration.  Lucent's consulting group
> used MAXen - but they didn't buy Ascend, they bough Livingston.  Livingston
> used Lucent HW.  Now Lucent is shifting to using PortMasters.
> 
> -MZ
> -- 
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