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Technology Stocks : Lucent Technologies (LU)
LU 2.745-2.8%Nov 12 3:59 PM EST

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To: The Phoenix who wrote (8317)6/26/1999 2:03:00 AM
From: MMW  Read Replies (2) of 21876
 
Gary,

<< I got a chip on each... ;) <eom> >>

Good diversification. If one lost, you always have the other one.
Very smart! How come I did not think of that.

I am not convinced at this point that LU has a working solution for
IP. LU has not convinced anyone to buy their Packstart products yet,
and LU has not got ASND's GFR to work neither. Now, LU bought the
Nextbit and hoping to get into IP space. I am very skeptical of that.

If Nextbit box is as good as it said, why they would confidently go
IPO with it as we all know this market is hungry for bandwidth. If
you take a look at Nextbit, it has made a product announcement
last year so far they have not got the products ready for deployment,
and sold the company in a hurry. I am amazed to find out so much
people in this market underestimate the difficulty of making a router,
and so little people has recognized the fact that the key to make a
router successful is not only its hardware providing the bandwidth
but its software has to work flawless.

Just my two cents!
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