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Technology Stocks : Lucent Technologies (LU)

LU 2.650

-2.9%

Nov 14 9:30 AM EST

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To: Pat Hughes who wrote (15467)	7/21/2000 12:37:10 AM
From: elmatador	Read Replies (1) of 21876

Wait Pat! Don't do it! Consider that. LU will dump its POTS boys whose cozy relationship with the incumbents had been selling 5ESS's by the truck load. But nobody is making money selling swicthes. But the POTS guys have big jobs and are very influecnial in a big vendor with roots in the POTS market. The guys -who were selling POTS at loss just not to lose their jobs- are still spending lots of R&D money building stuff around their switches. Wireless guys took the back seat. Transport guys were not even in the back seat they were in the trunk. Now if LU spins off ME, kick the butt of the POTS guys cut R&D for warpping new technologies around telephone swicthes just to keep the cozy relationship with their counterparts in the incumbents, LU can go up. That's not inside contact or anything that's my experience in this business. I think they should have kept Fiorina.

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