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Technology Stocks : Lucent Technologies (LU)
LU 2.415+1.9%3:59 PM EST

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To: Judy who wrote (6354)2/21/1999 9:29:00 PM
From: Kent Rattey  Read Replies (2) of 21876
 
<I posted ASND could not stand alone and at most will have one-two good earnings quarters due to its dominant inroad in the carrier space. ASND has already reported one good quarter ... within the next quarter or two I'd expect ASND earnings to slow and be dilutive to LU's bottomline. >

ASND has racked up several "good" quarters in a row...5 or 6. With the internet doubling traffic every 100 days, why do you feel the dominant player in RAS/RAC and ATM/Frame will slow sales? Do you feel the buildout is over??? I believe it has just begun. Video is still a "Pipe Dream" without pipes.

Please explain.

Thanks,
Kent
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