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Technology Stocks : Lucent Technologies (LU)

LU 2.570

-3.0%

3:59 PM EST

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To: Mr.Fun who wrote (8992)	8/4/1999 9:45:00 AM
From: elmatador	Read Replies (1) of 21876

If you own a Dell computer in three years time you can easily swap it by a new Compaq model. (We can extrapolate this to Cisco's and Tellabs line of business.) But if you operate a C.O. with a 5ESS, EWSD or AXE, it is extremely difficult to displace you from there. Waiting those 6-9 months to see your cash, is offset by the benefit of the futurer revenue streams: to sell software upgrades and services and wrap-around stuff to that platform you've put there. This picture I'm putting here, is not being captured by the financial snap shot. Neither does much to make Ericsson and LU look better vis a vis Dell, CSCO or Tellabs. I think is very difficult to build a network with an eye on the bottom line.

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