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

To: Joe S Pack who wrote (10875)	11/4/1999 11:41:00 AM
From: Bindusagar Reddy	Read Replies (2) \| Respond to of 21876

CISCO may be having a slowdown in enterprise business which constitutes 70% of their sales. LU's enterprise business is only 20% of their business, which is already slow. You can see this Y2K will affect CISCO more than LU. Carrier spending is acclerating as we speak. BR

To: Joe S Pack who wrote (10875)	11/4/1999 11:43:00 AM
From: Pat Hughes	Respond to of 21876

If so its because the enterprise customers MAY be putting orders off. With LU, the telco's can't afford to wait!

To: Joe S Pack who wrote (10875)	11/4/1999 1:17:00 PM
From: Techplayer	Read Replies (1) \| Respond to of 21876

Nat, Just another angle to look at... When MMC tanked last time, it was associated with the CSCO/IBM deal as much as it was IBM cutting business. The news at the time had IBM supplying CSCO with the product traditionally obtained from MMC. I wonder if this issue is really y2k or if it could simply be that CSCO is getting the product from IBM or another vendor. (It does seem a bit soon for IBM to be able to provide the chipsets, though.) Regarding investor perception, it will be best for LU if it is not a y2k issue for CSCO despite LU's reduced exposure. There are many investors that really think that CSCO and LU go toe to toe with all of their deals. Good luck, Brian