Lucent Technologies (LU) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Lucent Technologies (LU)

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Bindusagar Reddy who wrote (7268)	4/13/1999 1:53:00 PM
From: bgg	Read Replies (1) of 21876

BR -- You come across as naive if you think CSCO is going to take a big fall. I wouldn't bet too hard against them. Forgive me, but for every voice-related acquisition CSCO makes, can't you just as easily point to Lucent's "desperation" to transition into the data networking space (i.e. Ascend)? After all, where exactly is voice traffic supposed to be moving towards? Seems to me that both LU and CSCO have their own weaknesses and hurdles to overcome. For LU, seems to me that they have a lot more money riding on technologies and products that are moving toward obsolescence. So does CSCO, but I would be a little more concerned about transitioning from a largely traditional PBX business. Given that though, I don't think you'll see any rational person analyzing this industry saying that either company is going to take a "great fall." You come across as not so much an investor but a vendor employee with a very competitive (and EMOTIONAL) state of mind. And besides, I see way too much "Lucent/Cisco will win the network integration market." Give me a break .... it's a HUGE market, and plenty enough for both to do very well and justify their current premiums on the market.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next