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Technology Stocks : Lucent Technologies (LU)

LU 2.840

-4.5%

Nov 4 3:59 PM EST

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To: Bill who wrote (4847)	10/28/1998 12:33:00 PM
From: jach	Read Replies (1) of 21876

FORE is cheap for its value. IMO, LU is very mkt oriented. Acquistions are not made just for products or hype but makes sense in the overall company direction and future. LU is already very strong in the RBOC, SP area where asnd products are sold. LU already has a number of products that directly compete with ASND, such as PORTMASTER 4 and PACKETSTAR IP Router. These are all great products and as always customers get typical Bell labs great reliablity. FORE is very strong in the Enterprise and Goverment areas. Many forturne 500 as well as large companies in Europe and Asia, state agencies and goverments use FORE products. Getting into the ENterprise area takes time and a large customer base is a big plus for LU. LU is not strong currently in the Enterprise, with FORE they'll be able to market their other products as well as FORE. With FORE, LU can provdie real end-to-end from the desktop phone (Octel) to another desktop phone, or from a desktop WS (NT based) to another desktop WS.

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