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Technology Stocks : Lucent Technologies (LU)
LU 2.8200.0%Nov 7 9:30 AM EST

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To: AV8R who wrote (21681)1/18/2005 6:00:56 PM
From: David Hansen  Read Replies (1) of 21876
 
You know I agree. I am neck deep in Lucent stock... Ok Ok - so I loaded up at $.75... I also rode some down into the dirt back in 2000... LU has a fantastic mobility future. Firing on all cylinders for services too... It will be interesting to watch execution wrt VoIP/Telica. Wireline business isn't a slam dunk. When your access business is about 1/7th of Alcatel's something's not right... I'm hoping for a FTTH miracle... with an organic LU product... There are rumors.

Looks like the old Cascade business has transformed successfully to an MPLS solution. Good interworking features with Juniper... Optical's no slouch. I have heard of new contracts for LU's DMX and Unite products. I'll be all ears during tomorrow morning's conference call...
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