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Technology Stocks : Lucent Technologies (LU)

LU 2.415

+1.9%

Nov 21 9:30 AM EST

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To: Clay Takaya who wrote (11001)	11/10/1999 12:55:00 PM
From: The Phoenix	Read Replies (2) of 21876

Clay? What are you blathering about? I think CSCO's position on "old world" is targeted at circuit switches... not LU's attempt to build "new world" product lines. So, you're off base there. As for the rest... there is no doubt that this is a technology race. Cisco is purchasing companies to better compete in the area of optics. LU has some of these products and is developing others....thus there is competition and competition is good. As I said before - the market is big enough and growing fast enough for LU, NT, CSCO and a few others to do very well. I'm sorry if this appears like spin to. Finally, as for CSCO's strategy... they have done a good job at keeping competitors off balance. I wouldn't read too much into what is said regarding core networking strategies- I'd spend more time on what is done. Sorry if I'm not credible enough for you.. do me a favor and please click the "ignore" button below so you will no longer need to listen to my posts. I really don't want to get into a whining "contest" with you. I'm long LU and I'm long CSCO. I find it strange that anyone could be long any stock in this sector and not enjoy the surge Cisco has given it. OG

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