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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: Clay Takaya who wrote (11012)11/10/1999 5:02:00 PM
From: Mighty Mizzou  Read Replies (2) of 21876
 
Clay, Cisco's enterprise offerings are being commoditized. They have been around for so long without any real technological improvement we are seeing Pac rim companies offer routers at less than half what csco wants (pick up any direct mail catalog). Thus the NT 50% price discount. They feel the heat. Chambers does too but wouldnt admit it, even in his grave. Their high end stuff is buried by NT and LU so they dont have a chance there either.
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