SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Cisco Systems, Inc. (CSCO) -- Ignore unavailable to you. Want to Upgrade?


To: Techplayer who wrote (31101)1/7/2000 8:20:00 AM
From: Zoltan!  Read Replies (1) | Respond to of 77400
 
>>, there have been recent industry reports that the circuit switches are selling in record numbers. I do not see that as a problem.

from TheStreet.com

....But at the core of the issue, my sources say, is that the
company's profitable circuit-switching biz -- those
big old central-office switching devices -- is slowing.
And one plugged-in source says that, in the U.S.,
Lucent's next-generation networking equipment is
losing market share to Nortel Networks (NT:NYSE
- news)....

thestreet.com



To: Techplayer who wrote (31101)1/7/2000 1:09:00 PM
From: Eric  Read Replies (1) | Respond to of 77400
 
Brian

I'm sorry to see LU get hit.

I just hope they can control the damage going forward.

I taped Squawk Box off CNBC this morning (it airs at 4am our time, too early to watch live!) and will play back the whole interview. Apparently Cramer didn't like the way Maginn dodged the questions so I am looking forward to seeing the interview in the next few minutes.

Eric