Lucent Technologies (LU) Message Board

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Technology Stocks : Lucent Technologies (LU)

LU 2.645

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Dec 24 12:59 PM EST

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To: Mark Palmberg who wrote (5467)	1/11/1999 12:19:00 PM
From: Dolfan	Read Replies (1) of 21876

Regarding the Lucent deal. Being a customer of LU, BAY, and ASND I use to believe that LU lost by not getting BAY. However, I feel LU will be better off with ASND. By buying ASND, LU just became the Worlds largest remote access provider to ISP's. Don't forget LU also owns Livingston which also makes Remote Access devices as well and owns Radius the industry authentication standard. ASND also has the Cascade Frame Relay switches that they acquired last year.. ASND is also deploying DSL on the TNT and I Belive Max line of their remote access routers. This acquisition will give LU a major leap forward in the TELCO/ISP business I also believe that Nortel benefitted much better with them getting BAY. It seems like a perfect fit for NORTEL. Regards, Mark

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