Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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

To: Georgeb who wrote (13010)	1/25/2000 10:49:00 PM
From: yard_man	Read Replies (2) \| Respond to of 21876

Short now for the ride to the low 40's or high 30's ... thank me later!

To: Georgeb who wrote (13010)	1/26/2000 4:26:00 PM
From: jack bittner	Read Replies (2) \| Respond to of 21876

no,George, i am astonished to read that Nortels OC-192 opticals are bought from Lucent. could you tell me your source? you mean lu sat there selling nortel the rope with which to hang lu's long-haul optical business. for the 2 years that nortel has been building 90% of the long-haul high speed networks mr mcginn couldn't call up the heads of wcom and t, and say, "Hey, we MAKE the stuff you're buying from nortel. why not let us install it for you, and you'll save the mark-up we charge nortel for the optics." no, that beggars my imagination! i know from your posts that you know a helluva lot more than i do about this space, so i eagerly hope you will tell me how you know this. I also note that you wrote "the opticals used" implying all the ones nt uses for OC-192 come from lu. perhaps that was just quick writing. but it would mean that nt has no manufacturing capability in OC-192 opticals, and no other source but lucent. it would mean that nt is entirely at lucent's mercy. for example, lu could say legitimately, "sorry we have to cease shipping these opticals for a while because we are ramping up for our own customers."