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Politics : Idea Of The Day
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To: James Strauss who wrote (26357)5/19/1999 12:12:00 PM
From: Judy  Read Replies (2) of 50167
 
Jim, as for the major beneficiaries of the internet infrastructure and voice over IP growth, my money would be on csco, tlab and nt.

LU will benefit, but I hold the stock long-term for their 2000 patents and do not expect massive growth due to telecom growth. My sense is LU is too sluggish still to compete well with the lean and mean networkers, a spill over from the Bell Labs culture.
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