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

To: Mark Duper who wrote (9339)	8/29/1999 12:39:00 PM
From: elmatador	Respond to of 21876

I noticed the change in tune of the CSCO "melody". Starting about March it changed from Old vs New world to the so called internet eco/system. It appears to me that as LU started firing the howitzers and, perhaps, CSCO discovered that it wasnt going to be that easy to storm the 5ESS barricade, Chambers gave the marching orders to Don Liswin. Out came the new strategy. Im not criticising Im just stating what I have noticed. It was a great change in course, and kept CSCOs momentum. MOroever it provided a movuing target to the competition. This is the great stuff about CSCOs top management. Now, coming back to my Big Mac strategy. one side CSCO, the other side ERCY, in the middle the meat. CSCO IP, ERCY mobile and RF expertise.