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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: Joe S Pack who wrote (16820)10/17/2000 3:39:52 PM
From: Techplayer  Read Replies (1) of 21876
 
Nat, LU is betting a ton on Chromatis, having cancelled several other products in favor of the now late chromatis box. It is not a nexabit as far as I can see. I believe that there is an incentive for the engineers to get the box out the door. After that, it is anyone's guess as to whether they would stay. accelerated vesting likely put most of the shares in their pockets with the delivery clause complete. I am not sure about mindshare since for the most part, LU does not immediately make the short list when one thinks of optical networking leadership. It seems to me that the guy is trying to put a positive spin on what has turned out to be a less than awesome situation for the engineers. The money is still good, but not nearly as good as it would be if they had sold to any other player in the sector. tp
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