Lucent Technologies (LU) Message Board

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Technology Stocks : Lucent Technologies (LU)

LU 2.415

+1.9%

Nov 21 9:30 AM EST

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To: Mighty Mizzou who wrote (13205)	2/3/2000 1:10:00 PM
From: telecomguy	Read Replies (2) of 21876

Hey MM, it looks like this article just confirms that the OC-48/OC-192 DWDM long-haul market is quickly moving from OC-48 to OC-192 and that LU is clinging onto it's 41% market share lead over NT but based on the growth rate, NT should surpass LU fairly soon if not now as I type this. LU will be hurting if they don't get the OC-192 market share back and their revenue shortfall will continue.......should be interesting to see what happens -- whether NT can continue to dominate OC-192 as they have a huge lead time advantage (1 year is a light-year long in terms of R&D lead in this business).

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