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Technology Stocks : Lucent Technologies (LU)

LU 2.705

+1.7%

3:59 PM EST

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To: Jeff Jordan who wrote (14057)	3/22/2000 2:18:00 PM
From: telecomguy	Read Replies (2) of 21876

Looks like LU is going through another meltdown. Is it because market realized that the huge run up from the Enterprise spin-off didn't actually change anything for LU (in fact it may be weakening LU's position if NT's strategy of integrating Enterprise router technology into the public network infrastructure). Or is it because of the recent deals (Xros, Coretek) which will weaken LU's advantages in those optics niche? Or is it because of further leakages that indicate more market share erosion problems at LU as NT continues to "drive a truck" through their market share -- especially in the key Optics space? Probably combination of all three I suspect?

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