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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: elmatador who wrote (16841)	10/20/2000 11:29:34 AM
From: Ian@SI	Read Replies (2) of 21876

Thinking the unthinkable: I think even CSCO should have kept Dan Listwin, who would come very handy should J. Chambers become a McGinn in the future. Most successful tech companies stumble fairly regularly. Usually they get back up and strive to even greater heights. Occasionally they don't. LU has a lot of bench strength and probably one of the better R&D organizations in the world. I suspect that in the long run it will do well. but I haven't backed that thought with my money. at least not yet. CSCO on the other hand hasn't been seen by the street as stumbling yet. However, JNPR has taken 24% market share and is growing rapidly at the high end. NT is squeezing it from the bottom. It's not quite so unthinkable that CSCO could stumble as it was a year or two ago. FWIW, Ian.

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