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

To: Bill who wrote (13032)	1/26/2000 4:55:00 PM
From: telecomguy	Read Replies (2) \| Respond to of 21876

Heheheee..........that's a funny one! LU probably supplies some of the basic component which NT could also buy from other suppliers -- like JDSU. The key to this business is software, software, software not who manufactures the circuit boards or filters!

To: Bill who wrote (13032)	1/26/2000 7:01:00 PM
From: Techplayer	Read Replies (1) \| Respond to of 21876

Bill, Your act is getting a bit stale. NT will have its day. Even Roth knows that Lu has completed its effort in the 192 area. Now he wants to talk about experince in deploying 192. LU has that experience in deploying highly complex networks. LU has the customers, so with a product and a dispelled manufacturing bottleneck in another month and a half or so, the competition will heat up. NT is incredibly overpriced based on earnings. I would sell (or would have over 100 earlier today). Good luck, Brian