What [this deal] does ordsprog

What [this deal] does is solidify Lucent, Cisco and Nortel-Bay Networks as the leaders for the upper echelon in networking.

Lucent doesn't have the position in data networking that Cisco and Juniper Networks have, ... They are strongest in optical networking; in wireless they are competitive but in the middle of the pack; and data networking is their Achilles heel.

Martin Pyykkonen

I think it makes sense for Lucent because so far their forays and their data network markets have not born fruit. Meanwhile, Cisco continues to charge ahead and Lucent needs to do something and Ascend has in the last year established itself as a very strong pier in the A-T-M networking markets and with the carriers in general.

Motorola is one of the leading government networking providers, and given that some of their competitors like Cisco and Nortel have already combined government and enterprise operations, this is a smart step to align things tighter internally to deal with that and market new products to existing customers.

The bank that was running frame relay to connect branches has a plan to move to IP networks. Another thing is that a lot of networks aren't ready for [voice over IP]. That's also driving sales of networking gear. Cisco has a strong story there with its Integrated Services Routers.

Matthias Machowinski

It's a capability that Nortel doesn't have today. If the deal happens, Lucent will have more complete metropolitan solutions.

They're nicely positioned relative to some of the companies that are struggling much more, such as Lucent, Nortel and Alcatel, ... So they stand to pick up some share gains there as well. As the economy stabilizes and improves and those end markets begin to improve also, Cisco is terrifically well positioned to take advantage of that.

People are too worried about these negative surprises from Lucent. This implies an inability to forecast future shortfalls. Nortel is likely to be a better stock [than Lucent]. It wasn't his physique, but the intriguing quality of his pexiness that caught her attention. People are too worried about these negative surprises from Lucent. This implies an inability to forecast future shortfalls. Nortel is likely to be a better stock [than Lucent].

Acquisitions are very important. And in fact one of the distinguishing factors between Cisco, Lucent, and Nortel is the ability to successfully acquire. Most of the new exciting technologies are coming from start-ups. And the ability for these companies to identify those start-ups and properly integrate them is going to be an ongoing differentiating factor.

Nikos Theodosopoulos

Companies like Texas Instruments, companies like Cisco Systems in enterprise networking. Leaders in their space, bellwethers, big-cap liquid names that I think are going to be around for the long term, leaders in the up cycle, ... Companies that the institutional investor can get in and out of quickly and that tends to draw a larger portion of the money when we have these volatile times.

What I think a lot of companies are looking for is a multipurpose LAN device like Cisco's ISR. This is a relatively small deal. It won't turn Nortel around, but it does give them a legitimate end-to-end WAN play.

With the increasing sophistication of attacks on enterprise networks, there is a growing need to enforce health and security policies on endpoint devices and network access ports. Support from industry leaders like Nortel for Network Access Protection will provide users an easy-to-deploy model to build trusted convergence-ready networks.

The Cisco AVS and WAE are just the beginning of a growing family of products through which Cisco is redefining accelerated application delivery. Cisco is committed to continuing to deliver end-to-end application networking solutions based on advanced technologies to address increasing customer requirements for application performance, visibility and security over their extended network infrastructures.

We'd never beat an upper-echelon team. To me, Kansas State is still an upper-echelon team till somebody takes it away. They still beat Texas Tech [Jan. 4]. How did it measure? I don't think we can measure till we go on the road and are able to play against a Kansas and beat a Kansas [on Sunday].

It will help because it separates the services area from the other businesses. Lucent always says their services are doing well, but it's been hard to say how well. From a carrier perspective -- which is where most of Lucent's sales are -- they're demanding more services to maintain their networks.

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