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Technology Stocks : Lucent Technologies (LU) -- Ignore unavailable to you. Want to Upgrade?


To: The Phoenix who wrote (8287)6/25/1999 11:17:00 AM
From: polarisnh  Respond to of 21876
 
Gary,

I agree with your assessment of 3Com completely. The only way that they will ever become a legitimate player again in the enterprise market is by spinning off the Palm Pilot division, as well as, the NIC market. Then maybe they can refocus on the enterprise or get left behind! Currently, they are kind of the K-Tel of networking.

I think Cabletron would still make a good acquisition target for a teleco equipment player like Lucent. Particularly with the Yago products and the Spectrum Enterprise Management software.

Cheers,

Steve