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

To: Bindusagar Reddy who wrote (9511)	9/12/1999 3:28:00 PM
From: Zoltan!	Read Replies (2) \| Respond to of 21876

I agree Chambers is superlative: To: +Zoltan! (28216 ) From: +Curtis E. Bemis Sunday, Sep 12 1999 3:21PM ET Reply # of 28218 Cisco and Chambers will be on ABCs' 20/20 this Wednesday, 9/15/99 Just learned that Diane Sawyer will interview John Chambers, Cisco CEO, on 20/20. The piece is titled "John Chambers: The Best Boss in America". About Cisco and Cisco success.

To: Bindusagar Reddy who wrote (9511)	9/12/1999 5:01:00 PM
From: hitesh puri	Respond to of 21876

Yeah as usual he is saying that they are 18 months ahead of the competition. Wasnt their ATM initiative ahead by the same amount only to end in dust with a thud and Chambers eating crow for all three meals since Ascend was eating Ciscos Breakfast Lunch and Dinner in the Telecom market ? No doubt that Cisco is great with Enterprise but as I have said countless times that same charm may work against 3Com and Cabletron but not in the Carrier space against LU and NT. -Hitesh

To: Bindusagar Reddy who wrote (9511)	9/13/1999 5:06:00 PM
From: The Phoenix	Respond to of 21876

BR, Announcements don't make money. Reliable products do. Bottomline is CISCO is an enterprise products company, even these products are aimed at enterprise not telecom carriers. That is true, however they are targeted at the voice side of these enterprise networks which have traditionally been NT and T (now LU) products. What do you expect from saleman Chambers, a lot of announcements to keep the stock price up. They can not even put a dent in their business. Can you prove that this is only an announcement and that there is no substance behind it? Certainly seems to me to be pretty solid...sounds like they're demonstrating and using this technology already. Bottom line BR - Sour grapes. Start worrying more about what LU is doing and less about CSCO (unless you're short CSCO). Beating on CSCO and Chambers will not make our LU stock go up. OG