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Pastimes : Clown-Free Zone... sorry, no clowns allowed
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To: LLCF who wrote (85945)3/26/2001 11:57:26 PM
From: Ilaine  Read Replies (3) of 436258
 
I agree with Grace - MSDW is in a tight spot, but I can't extrapolate from there to LLCF.

What really matters for Lucent as a company is whether they can produce the next new thing. I know, I know, about recession looming, but consumer consumption did not decline much during the first few years of the Great Depression. Even if you can't afford to buy a house or any other big ticket item, entertainment is relatively cheap.

Demand for bandwidth isn't going to go away- we just haven't reached the next tipping point.

I have no idea whether Lucent can deliver anymore.
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