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Technology Stocks : TLAB info?
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To: Mahesh who wrote (5782)6/27/1999 7:45:00 PM
From: llwk7051@aol.com  Read Replies (2) of 7342
 
Mahesh, what worries me about these statements is whether rbocs are really moving to fewer suppliers. Lucent would benefit if this were to happen. The article and my real question is whether anyone has any facts that either prove or dispute this trend of moving to fewer suppliers. Articles are hard to believe because the writer may have a hidden or not so hidden bias. I suspect there is some truth to the statement on consolidation, but I personally doubt it is any major shift.
Robert D.
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