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Technology Stocks : Lucent Technologies (LU)

LU 2.745

-2.8%

Nov 12 3:59 PM EST

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To: Rusty Johnson who wrote (5952)	1/31/1999 10:19:00 AM
From: William Hunt	Read Replies (1) of 21876

RUSTY --- Thanks very much for printing as much of the article as you did . It is a big help in understanding where LU is headed . I am not worried about IP being a problem ---LU will either buy this qtr or developed at BELL LABS . They will not be blocked out by CSCO . The market is so big both have a lot of room to grow . The biggest thing that came out of the article is that if Mcginn is successful in creating the type of atmosphere at LU --- CSCO might have a real hard time in the future . Both companies are really what the best this country came bring to the table . Again thanks BEST WISHES BILL PS Remember last qtr growth 17 % US --- 47 % INTERNAIONAL ---Mcginn has a strong background in this area

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