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Technology Stocks : Lucent Technologies (LU)

LU 2.555

-0.6%

9:54 AM EST

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To: Miguel Octavio who wrote (4331)	9/28/1998 12:58:00 AM
From: lkj	Read Replies (2) of 21876

I see ASND and ERICY as possible targets. ASND-- obvious reasons. ERICY-- 1)LU has not been successful at selling GSM stuff. 2)China is a HUGE market for GSM. 3)I recall that ERICY management has talked about intentions to merge with a bigger company. 4)An ERICY acquisition would also speed up the the transition to 3G. I have not heard anything about Lucent working on cable modem related stuff. The recent AT&T acquisition of TCI would certainly make Lucent thinking about cable. But I have no idea who would be a good acquisition candidate. I am getting really excited as Oct. 1st approaches. I have confidence in the Lucent management to make excellent decisions. The Octel acquisition was a surprise to me, but look how NICE it has turned out.

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