Lucent Technologies (LU) Message Board

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Technology Stocks : Lucent Technologies (LU)

LU 2.820

0.0%

3:59 PM EST

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To: stock bull who wrote (21699)	2/3/2005 9:04:37 PM
From: David Hansen	Read Replies (3) of 21876

I don't think Cisco would do that... It's not what they've done in the past... it brings back memories of them choking on Stratacom... I would find that highly surprising for Cisco to buy a NT or LU... Regarding M&A in general with the telecom vendors... I think it absolutely will happen. Some will die others will be merged/acquired.... The landscape of today will look much different 3 years from now. I don't think NT will be touched for some time. I am sure no one knows if there are any more remaining surprises. I would say LU is a likely candidate for acquisition if the stock remains around $3... With LU pricing higher than $4 I would say it becomes very unlikely she would be acquired. Cisco will do some buying but with someone much smaller. Maybe something like Cisco/Adtran... Cisco/Sonus... don't know - I'm no expert here! I predict acquirers: Cisco, Alcatel, Siemens, GE, NTT... the acquirees: Ciena, Juniper, Riverstone, LU, Sonus...

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