Lucent Technologies (LU) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Lucent Technologies (LU)

LU 2.675

-1.3%

Jan 23 3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Techplayer who wrote (9354)	9/1/1999 3:43:00 PM
From: Mighty Mizzou	Read Replies (1) of 21876

I also believe that CSCO is far more susceptible to margin degradation due to the increasing competition in the enterprise space. I used to believe this also. I expected to see this a long time ago but all I see is degradation of the competition, e.g. 3Com, HP, IBM, MU, etc. I do not see any forseeable weaknesses in CSCO. They absolutely have a stranglehold on the enterprise for whatever reasons that are not readily apparent to me. It just goes to show you, if you provide the solutions and reassure your customers you'll be around for a LONG time, it doesnt matter what the price is or quality of service. All they want is dependability. If they get hammered these next two months (CSCO), as I expect everyone will, I will revisit an entry point into these jackoffs. I refuse to fight the tape. Ughh.... GO LU!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next