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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: Techplayer who wrote (13121)1/31/2000 2:48:00 PM
From: Kenneth E. Phillipps  Read Replies (1) of 21876
 
Brian, the Lucent engineers say that for every 1% drop in the cost of bandwidth, the demand increases 1.5%. If Sycamore has a product that makes more efficient use of bandwidth, this allows Williams and Enron to drop the price and increase demand for their product. Sycamore apparently has a product which efficiently provisions bandwidth. It is interesting that Enron uses Cienna for fiber and apparently will use Avici for routers.
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