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

To: Mr.Fun who wrote (11660)	12/14/1999 8:28:00 PM
From: slacker711	Respond to of 21876

I note that the 3G "contracts" are not yet set in stone, as most carriers are testing multiple vendors and much of the 3G spectrum has not been awarded yet. Hmmm.....I probably misused the word "contract" but if my memory serves me it was something like "memorandum of understanding". It sounded like a little more than test-beds (the articles seemed to purposely avoid the word contract)....more like a partnership. I guess that would make sense with the amount of vendor-financing that will likely be involved. Still, the numbers that have been mentioned have been mind-boggling, especially when you think about the fact that each country will likely have multiple nation-wide networks. It's kind of hard for me to figure out the business model the operators will have to justify the build-out..... Slacker

To: Mr.Fun who wrote (11660)	12/15/1999 2:53:00 PM
From: Bosco	Read Replies (1) \| Respond to of 21876

G'day Mr Fun & all, long time no talk [you and I crossed path on the NT thread awhile back,] maybe a description of my motivation is in order here. I am seeking informed opinion about investing in LU [even though I am long in NT,] and I ve no intention to start a intercorporate flamewar <G>. LU is the cheapest of the big three, and from the valuation perspective, I am inclined to start a small stake in it. However, with today news of NT buying Qtera, and with the implicit knowledge that Corvis is deep in CSCO's pocket, I am wondering how LU might respond. The 3rd known company [supposingly] with comparable product is CIEN. Unless LU is working similar product inhouse, it may be possible that LU is interested in CIEN. Maybe that is the reason CIEN skyrocketed recently - or maybe not, since I don't follow CIEN that much. Here lies the problems. 1) CIEN is becoming very expensive and 2) one has to wonder if CIEN still remember what LU did to the former by preannouncing the 80 channels DWDM product. Now, here is my investing dilemma. Assuming neither 1) nor 2) is a problem, and assuming CIEN is the last alternative [to Corvis and Qtera,] and assuming LU indeed needs to keep up with the joneses, such an offer would cause some major hedging between LU and CIEN stocks. Does anyone see a different way? TIA [note: this is hypothetical, and I ve no intention to spread any rumor] best, Bosco