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Technology Stocks : Lucent Technologies (LU)
LU 2.520-1.4%Nov 26 3:59 PM EST
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To: Kenneth E. Phillipps who wrote (9327)8/28/1999 8:58:00 PM
From: The Phoenix  Read Replies (2) of 21876
 
Kenneth,

First I'm not sure I'd call the enterprise space mature. Spending is off mainly due to Y2K concerns. After December/January enterprise sales is quite likely to explode. I believe that CSCO is in great shape here.

Second, I agree that CSCO will need to extend themselves vertically a bit more, but do you think they'll go as far as LU? And, do you think CSCO's vertical extension (with the Cerent, Monterrey acquisitions) are a bad thing???

OG
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