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Technology Stocks : Lucent Technologies (LU)

LU 2.750

-2.5%

12:06 PM EST

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To: Jeff Jordan who wrote (21708)	2/14/2005 12:09:30 PM
From: David Hansen	of 21876

I don't see the Corvis/Broadwing acquisition adding materialy to CSCO whatsoever. Corvis has gone vertical in the US Gov't and is not present in most optical switch deals... They are considered a 2nd or maybe even 3rd tier provider... with decreasing momentum. I agree that the Cisco ONS 15600 is quite vulnerable and it's position needs to be shured up. The only thing this platform has going for it would be the installed base of 14454 which is presently loosing market share in my opinion...

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