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

To: Mr.Fun who wrote (11659)	12/14/1999 9:33:00 PM
From: jack bittner	Respond to of 21876

Mr.F, thanks very much for your speedy reply and your cogent reasoning. i think you are right. i am doing more research on where lu's nov. 10 announced 37 Gbp/s OC-48 product fits in in the contest for long-haul network building. i.e. whether it's either an answer or a step in the right direction to nt's 10 gigs in OC-192; or whether it's not pertinent. and what it would mean if nt acquired qtera: e.g. perhaps lu has in Bell Labs a 2,000 mi.+ transmitter sans regeneration, so that nt has lost some momentum (as a lab, not as a stock) that we don't realize. or conversely whether both lu and nt need qtera, but that roth has more willingness to bet $3.5 billion than mcginn.