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Technology Stocks : Lucent Technologies (LU)
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To: Pat Hughes who wrote (10037)10/15/1999 2:08:00 PM
From: Techplayer  Read Replies (1) of 21876
 
Pat, I am scared nonetheless...A blowout quarter would go a long way to making me feel better. I am also very concerned about LU's lack of vision for IP. NT recently announced a $2.5 billion R&D budget with 60% targeted for IP. What do we have in the IP space for the high ticket items? Not much. The nexabit box is weak in the software space and the bfr in Minnesota is gone I believe. Perhaps LU should stroll over to JNPR and give them anything they want. Brian
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