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Technology Stocks : Lucent Technologies (LU)

LU 2.745

-2.8%

3:59 PM EST

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To: Mr.Fun who wrote (12559)	1/11/2000 10:00:00 AM
From: Kenneth E. Phillipps	Read Replies (3) of 21876

Mr Fun - I always appreciate your posts because they cause me to think. You make some excellent points. I agree with you that LU is undervalued relative to NT and Cisco at this time. I disagree with you on some points. 1. BTW I didn't notice NT making ANY significant acquisitions between June98 and June99. NT announced the Bay acquisition in June of 98 and closed on 9/1/98. If memory serves me correct, NT acquired Cambrian during this period. 2. For my money, LU is way, way ahead of NT in actually integrating data in their product line. I think the passage of time will prove you are wrong on this point. Open IP environment will be big. Versalar will be a huge success. Succession Platform will be more successful than LU product. You omit to mention one point. Nortel's lead in optical gives it a lead in network managment. You do not mention Nortel's entry in ASP where Lu has no presence. Nortel has deployed call waiting to MSN. Where is the competing LU product?

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