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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: Techplayer who wrote (9971)10/12/1999 5:41:00 PM
From: Kenneth E. Phillipps  Read Replies (1) of 21876
 
Brian - I was not referring to isssues of management integration but product integration. Has Ascend software and hardware and Nexabit products been integrated with LU products? This will take some time. The street has to see product announcements showing this has been done. $2billion in contracts is not impressive for a company the size of Lucent. I think the street wants to see some billion dollar contracts and lots of them. The most impressive win for Lucent was the softswitch deal with L3. They need more like that one to show they are on the cutting edge. I'm not saying they are not but, to seize the momentum, they need more product annoucements and more big wins.

Ken
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