Lucent Technologies (LU) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Lucent Technologies (LU)

LU 2.640

-2.9%

Jan 9 9:30 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Mana who wrote (13735)	3/2/2000 5:30:00 AM
From: Steve	Read Replies (3) of 21876

Chris, Company "X", as you are calling it, seems very weak considering that the New Lucent can compete with it in the Enterprise with IP solutions out the wazoo. Comments?? The negatives as I see them are: 1. All of Netcare stays with Lucent 2. Stinger stays with Lucent 3. Lucent free to compete with new company especially through Netcare 4. No provision (yet) to dump employees from new company. 5. No indication of whether any of Bell Labs personnel will be coming to the new company. 6. No indication of which patents will be reassigned to new company Positives are 1. New company is free to go on an acquisition spree like buying 3COM and JDSU. 2. New alliances in the wireless arena are possible 3. Web based supply chain initiative similar to GM/Ford initiative with CMRC and Oracle is essential to give new company large market cap for acquisitions.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next