Lucent Technologies (LU) Message Board

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Technology Stocks : Lucent Technologies (LU)

LU 2.430

-5.1%

Nov 19 3:59 PM EST

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To: Techplayer who wrote (14492)	4/21/2000 12:34:00 PM
From: Kenneth E. Phillipps	Read Replies (1) of 21876

The problem is that LU actually did not know where they stood,.. I certainly agree with that statement. McGinn seems to not understand trends, especially trends in networking. As a result, LU tends to be late to the party. Nortel acquired Bay more than one year before Lucent acquired Ascend. Nortel pushed OC-192 while Lucent was pushing OC-48. Right now, Nortel is pushing ahead with competition with Cisco in the enterprise sector while Lucent appears to be withdrawing from that sector. Nortel acquires Qtera and Lucent does not have a competitive product. Roth seems to have done a better job of positioning Nortel in the emerging trends of the internet.

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