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

To: polarisnh who wrote (9301)	8/26/1999 9:30:00 PM
From: The Phoenix	Respond to of 21876

I agree with you 100%. I would hate to see LU buy COMS too. Contrary to what KYA27 feels I do think it would be a bad move for LU. Cabletron might be interesting but it also might be too much baggage. I do think LU need more enterprise IP if they plan on doing damage to CSCO. JMO Oh,.. and I do believe that LU has Chambers' attention daily... make no mistake about that. OG

To: polarisnh who wrote (9301)	8/26/1999 11:01:00 PM
From: Dolfan	Read Replies (1) \| Respond to of 21876

Steven, I absolutely agree with you. I believe there is not much overlap between the CS and LU line. And I really believe that LU could use Spectrum bigtime. I have not seen the one vision network management yet that LU has. Besides I have both CS & LU stock :-) What would you think the premium would be? Heck if John can buy a private company for 6.9 billion with not nearly as many sales as CS. I would hope CS would bring at least a $10 premium of where it is today. I have to admit it is very interesting how Siemens suddenly nixed their relationship with COMS. Either Siemens is going to buy CS or someone is going to buy COMS. --Mark