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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: Anonymous who wrote (11424)11/30/1999 6:19:00 PM
From: Kenneth E. Phillipps  Read Replies (2) of 21876
 
ATT and MCIWorldCom won big outsourcing contracts from General Motors and BP Amoco. How will these types of
contracts affect Cisco in the enterprise space? Will it be more difficult for Cisco to maintain its margins when selling to carriers
like ATT and MCI rather than to the corporate enterprise? Will this open up the competition to other data networking vendors
such as Lucent and Nortel?

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