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

To: Kenneth E. Phillipps who wrote (11582)12/10/1999 11:59:00 AM
From: Clay Takaya  Respond to of 21876
 
Ken,

Thanks for posting the reference and it appears that you were right in your statement although I think Mr. Fun's analysis sheds a lot of light on the situation. NT's 90% market share will be a passing dream.

Clay



To: Kenneth E. Phillipps who wrote (11582)12/10/1999 12:28:00 PM
From: Techplayer  Respond to of 21876
 
Kenneth, I generalized about the business in general. With LU now able to compete in the OC192 space (per Mr. Fun's information), it is unlikely that NT will have a 90% share in OC192 deployment. I also agree that both NT and LU will benefit tremendously by the optical buildout.

Good luck, Brian


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