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Technology Stocks : Lucent Technologies (LU)
LU 2.820-0.5%Nov 6 3:59 PM EST
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To: Mr.Fun who wrote (14573)4/29/2000 2:00:00 PM
From: Tera Bit  Read Replies (1) of 21876
 
Mr. Fun, you are without question the most well informed person on SI. A couple questions if I may:

1. LU's optical component biz is having big trouble keeping up with demand. My understanding is that there is 6ish month lead time on lambda optic components. Even 1310nm lasers are scarce. My first question is, who supplies NT with their optical components and is LU arming its enemies?

2. My understanding is that Cerent is a big LU customer. I am also very confident that they are making inroads into accounts long dominated by NT and LU. Cerent's product will soon be 192 ready. Do NT or LU have anything in the works that can come close to competing with Cerent, in terms of price/performance/functionality?
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