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Technology Stocks : Lucent Technologies (LU)

LU 2.540

-0.8%

12:37 PM EST

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To: David Hansen who wrote (20874)	9/29/2002 3:06:21 PM
From: sylvester80	of 21876

until excess vendor capacity is driven from the market The problem is not anymore excess capacity IMO. In fact it hasn't been excess capacity for more than 6 months now, (right about the time my international calls started going bad like missed connections, dropped calls, noise/interference, echo, some half duplex etc...). The current MAIN problem IMO is that carriers are not willing to invest to improve/expand their networks and broadband offerings because... it makes no economic sense when they are mandated to sell back those networks at a wholesale loss. And no matter if that is true or not, the baby bells are using it as a very high level game of poker with the government regulators and the other companies. Cause the baby bells are much better financially and can either wait till every competitor is bankrupt or the regulators blink. And I agree with you that it will take a long time from the time "IF" the regulators blink before we see any improvement in the telecom equipment market. JMHO.

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