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Technology Stocks : Lucent Technologies (LU)

LU 2.650

-2.9%

Nov 14 9:30 AM EST

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To: MMW who wrote (8339)	6/27/1999 8:42:00 AM
From: bill c.	Read Replies (1) of 21876

MMW, >> Why do you think ASND can be a big help here? << Companies can learn from past mistakes. Do you really think ASND has been dormant in this area for the past 2 years? Let me understand your point, so if a company has failed at a routing product, they will never be able to produce a future successful router product. Can you tell me which other company has a successful terabit routing product? >> CSCO/STRM acquistion, LU has already developing ATM core switch. << Lucent produced a core ATM switch that didn't have the required functionality and was late to market, thus the product was dropped. I'll still contend that LU was late to this ATM game. Are you aware that ~3 years ago LU was AT&T Network Systems? Are you aware that Lucent has purchase some ~20 companies in the data area? Do you think Lucent was aware that their ability to produce data equipment was lacking, thus they purchase those data companies? Now that Lucent has ASND, why don't you think they produce a core ATM product? What is your point about Lucent/AT&T-Network-System of ~3 years and 20 data purchases later?

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