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Technology Stocks : Lucent Technologies (LU)
LU 2.560-0.4%3:59 PM EST

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To: chirodoc who wrote (4363)9/29/1998 11:59:00 PM
From: lkj  Read Replies (2) of 21876
 
LU wanted Bay, but could not take the good will cost
associated with purchasing it. With NT being at the current
level, LU is given another chance at it. NT does have a lot
of product overlap with LU. ASND has some also, especially
considering LU has bought Levingston (spell??) Communications
last year for its remote access products.

Overall, I don't mind whether LU picks up ASND or NT.
Either one would help LU going against Cisco.
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