Lucent Technologies (LU) Message Board

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Technology Stocks : Lucent Technologies (LU)

LU 2.680

+0.9%

Dec 19 3:59 PM EST

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To: sylvester80 who wrote (20406)	6/28/2002 11:29:29 AM
From: telecomguy	Read Replies (2) of 21876

I figured if NT is having such massive problems with revenue, it has nothing to do with NT internal problems...it has everything to do with imploding DEMAND. LU long-term is positioned worse than NT...i still feel strongly about that. Unfortunately what made NT such a powerhouse (strength in optical ntwork) was also what made it fall harder since it is the long-haul optical network market that got hit first and the hardest....but that doesn't take away from the fact that NT was consistently on the leading-edge, bringing out products that was ahead of LU in any key segments you care to name. When the market turns (assuming these two companies are still around), I would still bet on the NT mgmt & engineers to trump LU.

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