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

To: Clay Takaya who wrote (8353)	6/28/1999 5:09:00 PM
From: The Phoenix	Read Replies (3) \| Respond to of 21876

I like LU in optical, microelectronics, and core WAN. I also like the networking space as a general rule. I think LU/ASND, CSCO and NT are big winners over the next 4-5 years. I just happen to be longer CSCO since I see them as being a lot more aggressive and they don't have to worry about revenue generation from circuit switching. The migration of cicuit to packet and maintaining the revenue stream will be a pain for LU. I think they'll make it happen, but it's just a thorn that CSCO doesn't have to worry about...I see CSCO going full speed ahead ...with narry a care in the world about the impact on older technologies and infrastructures. OG