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Technology Stocks : Lucent Technologies (LU)

LU 2.560

+0.4%

Dec 2 3:59 PM EST

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To: Frank A. Coluccio who wrote (2902)	6/28/1998 9:29:00 PM
From: Boplicity	Read Replies (1) of 21876

Frank, Your post is more important then you think. At the risk of being flip, Jubak didn't not mention a time frame. Two years is the future in internet time anyhow, and on top of that, we are seeing consolidation happening right before our eyes so the number of players is being reduced to NT, CSCO, or LU lets hope innovation doesn't slow because of it. So taking in that last part of the above (consolidation) whoever gets their foot in the door, will have a leg up, be it NT, CSCO or LU. Seems to me that LU would be the big winner due to its historic relationship with the REBOCs. In consideration of my first point (Time frame) following is "THE" most important factor in going forward for LU to succeed. Is LU flexible and quick enough to make use of its standing in the industry to make the above happen? Greg

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