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

To: zbyslaw owczarczyk who wrote (14656)5/5/2000 10:27:00 PM
From: MDGO  Read Replies (1) | Respond to of 21876
 
<<<This however is not going to help LU to be soon out of a
very major account in this space>>>
I presume you are referring to ATM, also the name of this
major account and the reason for the loss.



To: zbyslaw owczarczyk who wrote (14656)5/8/2000 11:21:00 AM
From: David Hansen  Respond to of 21876
 
I haven't been following this thread too closely but it seems to me that the Ignitus acquisition was not just another ATM switch but an ATM/Optical component. Lucent sells a ton of CBX500/GX550 ATM switches to CLECs, Carriers, etc. As these customers optical needs grow - what choices did Lucent have beyond ON5000s? These don't come near the VC requirements needed. Looks like Ignitus fits nicely here....

IMHO


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