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Technology Stocks : Lucent Technologies (LU)
LU 2.415+1.9%3:59 PM EST
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To: William Hunt who wrote (3819)8/27/1998 9:50:00 PM
From: The Phoenix  Read Replies (2) of 21876
 
Interesting perspective. You seem to feel the LU, through Bell Labs, can build what they need to compete in the new market in months what it's taken companies years to build and perfect....AND to win business from customers that are fully imbedded with and installing ASND products. Pretty simplistic view. Add to that the expertise and learned experiences from thost at ASND. ASND has found and fixed problems that LU isn't even aware of yet. The engineering talent alone is worth half of the $15B. THe customers are worth the other half.

Let me add one other tid-bit. It's my firm opinion, based on conversations with a number of well placed folks that LU is held up in part on the expectation that they will buy ASND. If they don't LU will weaken. Yes, this is contrary to the NT/BAY annoucement. The street very much want this merger and sees it as a very positive positioning move for LU. To not purchase ASND would be a "bad thing".

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