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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: Georgeb who wrote (16827)10/17/2000 10:39:00 PM
From: Techplayer  Read Replies (1) of 21876
 
GeorgeB, I agree with you that the metro space is wide open and that it is huge. i truly believe that LU will find a way to fail in their efforts to win the battle. The root of the issue is that they purchased a small company to lead the charge. this small company is now filled with disgruntled employees that are likely planning to bail as soon as they vest. Since the box is already late, what proof is there that it will ever be a competitive product? we have seen Nexabit articles touting sales of the terabit router, but that company has been decimated. Is there any proof that the nexabit box is in existence today?

I agree with you. A positive change needs to be made to right LU. McGinn should let go of whatever fantasy he is clinging to and let a capable and technically savvy replacement right the ship. Maybe he is hanging on to take the CEO position of the ME spinoff....wouldn't that be the kss of death?

tp
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