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

To: Techplayer who wrote (14492)	4/21/2000 12:34:00 PM
From: Kenneth E. Phillipps	Read Replies (1) \| Respond to of 21876

The problem is that LU actually did not know where they stood,.. I certainly agree with that statement. McGinn seems to not understand trends, especially trends in networking. As a result, LU tends to be late to the party. Nortel acquired Bay more than one year before Lucent acquired Ascend. Nortel pushed OC-192 while Lucent was pushing OC-48. Right now, Nortel is pushing ahead with competition with Cisco in the enterprise sector while Lucent appears to be withdrawing from that sector. Nortel acquires Qtera and Lucent does not have a competitive product. Roth seems to have done a better job of positioning Nortel in the emerging trends of the internet.

To: Techplayer who wrote (14492)	4/23/2000 10:13:00 PM
From: telecomguy	Read Replies (3) \| Respond to of 21876

Techplayer, you have to be the most NAIVE person alive or simply too stubborn to admit that LU's executive mgmt. led the market down the path! HOW could McGinn and his executives not know that they badly misjudged the capacity of optics platform that their customers wanted? I mean we are not talking about trying to do a consumer research on 100 million customers as to whether the next McSandwich is going to be a hit or not!! LU and NT has the SAME major group of customers that you could probably count with your fingers and toes in any given quarter (MCI/WorldCom, BT, AT&T, BT C&W, PTT's, Global Crossing, Teleglobe, QWest, Leve3, etc.) How could the LU mgmt NOT have been aware that they were losing large OC-192 contracts? If in fact this is true that they were not aware, then LU has even a bigger problem --- mgmt that is completely asleep and out of touch with their Rand & File who are battling in the field against NT and Alcatel for the big carrier backbone business. Techplayer, I think you are deluding youself.