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Technology Stocks : Lucent Technologies (LU)

LU 2.415

+1.9%

Nov 21 9:30 AM EST

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To: Marshall who wrote (3749)	8/23/1998 10:02:00 PM
From: Robert Wayne Schaum	Read Replies (1) of 21876

Marshall: This sounds a lot like the situation that erupted with Ciena's DWDM being tested by AT&T. Ciena has a 16 channel and 40 channel system ready to sell. Then, BANG! Lucent announced a soon to be marketed 80 channel system. While the initial impact of lost sales to AT&T upset the TELLAB/CIENA deal, the more far reaching impact is that other potential customers will wait for Lucent greater capacity system. As a shareholder of Lucent, my concern is that too many dead bodies lying around may come back to bite them in the ARSE. Legal entanglements can become a real drain if LU has too many claims going at once. Worst yet, What if the anti-trust folks get involved? OUCH! Regards, Bob S.

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