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Technology Stocks : Lucent Technologies (LU)
LU 2.660-1.5%Dec 12 9:30 AM EST
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To: Mr.Fun who wrote (10191)10/18/1999 5:34:00 PM
From: The Phoenix   of 21876
 
Mr Fun,

For your sake I hope LU has a great quarter. Your last post discusses LU's inside edge on this and the inside edge on that...yet SBC provided no statements as to who won or is a leading candidate for the business. You lead threaders here down a path based upon assumptions which have a good chance as being correct as being incorrect. In the past you have attempted to stick to facts and with it provided good information to the thread. I wish you would stick to that. Making assumptions about LU's ability to win business with 7r/e is a leap of faith since 7r/e is a gimmick to maintain 5ess sales and is not a true next generation product - it's a patch. Will SBC go with a patch??? They might - but to assume they will then to print it here when you know damn well there are a number of blind followers is reckless.

Cleary ALA has the inside edge on the DSLAM - they are the incumbents. CSCO and Fujitsu would be next in line. LU would be a distant 3rd.

ATM, LU has the inside edge due to Williams network? I didn't know that thier incumbency in the Williams network would operate as a positive. Given carriers are typically reluctant to install what they're competitors have I would suggest that LU's edge may not be what you think.

The fact here is that SBC has a whole host of vendors to choose from. All have some form of incumbency. We will not know who won this business until it's announced and to assume otherwise - again when you have followers listening to your every word is reckless.

OG
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