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


To: Wyätt Gwyön who wrote (12887)1/21/2000 3:22:00 PM
From: Doug  Read Replies (2) | Respond to of 21876
 
Mucho: Check the price/sales of LU vrs the Combo JDSU& ETEK
and rationalize the difference if you can.

I believe LU and NT produce the active components of the Optical system themselves ;only the passive ones are bought out.

LU having the largest Sales should have the best price leverage when procuring the passive components. Does any one know why LU's recent $0.5B shortfall in Optics has had little or no impact on its Suppliers.

Thanks