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Technology Stocks : Lucent Technologies (LU)
LU 2.825-2.2%Nov 11 3:59 PM EST

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To: William Hunt who wrote (8294)6/25/1999 11:59:00 AM
From: The Phoenix  Read Replies (4) of 21876
 
Bill.... you bring up an interesting point. COuld it be that JNPR is viewed as having more "baked" products and wins? What is Nexabits installed base and product offering?

Also, the incremental revenue from Nexabit to LU's overall revenue is muted in comparison to JNPR's who is a one product company. Furthermore, the market that JNPR is in is one that has stronger growth than will LU as an entire entity.

In the end though..and more likely... JNPR is an IPO.... Everyone wants in..and it's hyped a bit. $100 is very pricey...

OG
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