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Technology Stocks : Lucent Technologies (LU)

LU 2.560

+0.4%

3:59 PM EST

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To: tajen who wrote (6959)	4/1/1999 5:05:00 PM
From: hitesh puri	Read Replies (3) of 21876

Lets see AT&T gets a chance to build an IP telephony infrastructure. Who will they go with ? Of course, Cisco. Not !! Well if they want to go through the pain of buggy equipment failing like last year. As I and many others who see beyond Chambers veil of BS have said, it is Lucent who is fully capable of building the merged voice/data network of the future since now they have expertise in both after getting Ascend. Sure they dont have routers (thats pretty much all that Cisco mainly supplies to the telecom world the rest is actually resold by Telecom partners to their Enterprise customers so its actually enterprise sales) but they can continue developing their own (GRF) or buy Juniper and/or other such smart startups. Again and again the writing is on the wall that Cisco has not discounted any downside due to margin and competitive pressures. Its not enough to pick the most flashiest company but its the one who has the best risk/reward ratio. -Hitesh

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