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Technology Stocks : Lucent Technologies (LU)
LU 2.8200.0%Nov 7 3:59 PM EST
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To: Gerald Walls who wrote (5531)1/14/1999 1:57:00 AM
From: Bindusagar Reddy  Read Replies (2) of 21876
 
I reviewed some research reports and
came to few conclusions.
1. ASND/LU integration will be smoother than
most people think (especially CSCO. ) few
reasons. They were working together in
several projects and contracts together.
THeir prior relationship was much better than
with anyother networking company. Example,
LU discontinued Globeview 2000 switch and
has been marketing GX550 for a while.

2. Early indications are that ASND key
engineers and sales people are optimistic and
are willing to integrate with LU and make it
succesful. CSCO is hoping and praying that
this will not work, but I am so sure of smooth
integration that CSCO is in deep trouble in
1999 and beyond. It is CSCO who might loose
key people is LUCEND picks up MOMENTUN
winning the major deals.

3. Another lead from one of the houses was
that LU won a big ATM deal with SBC (
currently not ASND customer). example of
potential synergies. LU can market their rest
of the broadband technologies to the LARGE
ISP Customers of ASND, PSINET, Earthlink
etc and international carriers especially NTT,
DT, FT and so on.

4. CSCO can do the end-end bullshit for
enterprises but not carriers. LUCEND can do
END_END with optical networking, DWDM,
billing systems and network management and
most importantly RELIABLE network of the
future.

Watch out CSCO here comes the LUCEND
train.

BR








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