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Technology Stocks : Lucent Technologies (LU)
LU 2.640-2.9%Jan 9 9:30 AM EST
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To: Howard Feinstein who wrote (11173)11/17/1999 11:32:00 AM
From: Mighty Mizzou  Read Replies (1) of 21876
 
Why Lucent is up almost 50% in a month:

Because the CSCO market is a $13 billion piece of pie that Lucent could capture practically overnight. Lucent could EASILY steal 13 bil worth of yesterday's router technology marketshare, but how in the heck could CSCO possibly make the slightest dent in LU's portfolio? They cant even come up with a core ATM/IP switch much less anything optical that is worth a damn.

13 Billion! 13 Billion! 13 Billion! 13 Billion! 13 Billion!

Now McGinn has turned his dog Bill O'Shea loose on the 'New World' blowhard. Bill O'Shea has CSCO in his cross hairs and his reward is a $13 billion dollar slice of pie, there for the taking. He has all the wheeling and dealing options at his disposal, no matter what it takes. Lucent has virtually NOTHING to lose in the enterprise and $13 billion to gain. And the best part is, it's just stupid ole routers that he has to deal with. CSCO has nothing in it's arsenal but routers. Sure reminds me of Cabletron! Once a king, about to become a dog begging for scraps. Woof!

That is what the Fidelity Magellan MM is thinking, that is what Im thinking. Any credible arguments?

GO LU!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!

(My hands are shaking as I type this.)
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