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Technology Stocks : Lucent Technologies (LU)
LU 2.745-2.8%Nov 12 3:59 PM EST
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To: Techplayer who wrote (11692)12/15/1999 3:26:00 PM
From: Bosco  Read Replies (1) of 21876
 
Hi Brian - thanks. Yes, that is another way to look at it. Considering the product can be an add-on irrespective of vendors and LU remains a dominant force in the OC48 subsector [I'd also like the acknowledge LU's other segments, even though their scope is way beyond our academic discussion here.] Within the perimeter, it is also likely the carriers don't mind to mix and match to diversify their dependency on a single vendor.

To be fair, the counterpoint is that it does provide a tie in if LU has similar product to go head to head the other two.

Thanks again

best, B
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