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Technology Stocks : Lucent Technologies (LU)

LU 2.825

-2.2%

3:59 PM EST

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To: Mr.Fun who wrote (4934)	11/9/1998 1:04:00 PM
From: zbyslaw owczarczyk	Read Replies (1) of 21876

Mr.Fun, I have been following your discussion with Pat.As far as TDM prospect, your info is outdated.Fiscal 1999 is a growth year compare to 1998 and 2000 flat (see recent cc).If you place ASDL card into so call "old 36170 platform" it will outperfprm ASND "new technology" 3:1 with respect to dencity and better energy consumption.NN will take big share of LMDS market, what will more then offset future decline in TDM.The company has already 1-2 years lead over competition.ASND has recently for alience with ALA to bring LMDS products to market, where NN is already selling produtsfully compatiable with 36170, not mentioned about several contracts including US (more to come).Above all it is LU which want to combine "old world" with " new world" not ASND.Lots of LU ravenue comes from circuit switching!. It was LU CEO, talking about evolutionaly transition into "new world " during Interloop conference. Regards Zbyslaw

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