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Technology Stocks : Lucent Technologies (LU)
LU 2.835-0.2%3:59 PM EST

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To: stock bull who wrote (21730)5/7/2005 11:23:16 PM
From: Mark O. Halverson  Read Replies (1) of 21876
 
What do you think of LU and Nortel getting together? Maybe LU buying out NT or a merger of "equals"?

That's a good question. It would depend, in part, on product mix. One would want to look at the major products (including services) of each company. The ideal situation for merger would be if LU and NT strengths were mostly in non competing product areas, or if in most cases strong product from one company were up against weak product from the other. Weak products could then be scrubbed. I don't have a good feel as to whether this is the case.

Best,
Mark
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