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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: Mr.Fun who wrote (12260)	1/7/2000 3:17:00 AM
From: HEP_Ronin	Read Replies (1) of 21876

Hello Mr. Fun, I find your posts informative, I lurk on these threads (although not every day) as I own both LU and CSCO, (among others). I can't help but wonder if the change in buying patterns Lucent is experiencing would not be related to the all-optical router that they have developed. A shift to higher capacity pipes, more optical gear, software upgrades, and with the difficulties getting ironed out by the second half of this year -- incidentally just about the time that PSInet will be deploying the first one. Doesn't Lucent get guidance from their customers regarding future deployments? I'm sure they must. So, what's causing the disruption? Those higher capacity DWDM systems have to be connected to something! Just a thought, HEP_Ronin

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