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

To: Techplayer who wrote (14762)	5/14/2000 10:22:00 AM
From: Kenneth E. Phillipps	Read Replies (1) \| Respond to of 21876

TP, Lucent has been criticized by others for having very smart people at Bell Labs who somehow are not quite as good at developing applied technology and marketing new products. This is not a new criticism. The link I posted is an example of some great technology with little or no practical application to telecommunications. That was the point which I thought was obvious.

To: Techplayer who wrote (14762)	5/14/2000 12:54:00 PM
From: telecomguy	Read Replies (1) \| Respond to of 21876

It is pretty obvious to me that LU has severly handicapped management when compared to NT and CSCO. And even for a big company with as much history and connections as LU, bad management will destroy a company rich with assets and history over time -- ESPECIALLY IN THE HIGH-TECH FIELD. To state that a billion write-off (Nexabit) is no big-deal is to completely miss the point that oportunity cost is the bigger loss to LU. Cost is more than just acquisition. There is also the cost of integrating the product/technology and the staff at Nexabit. When a product turns out to be a dud, the repercussions are felt in much more areas (both short and long-term) than just writing off 750 mill. Techplayer, LU has lost tremenodous ground in the past year in the two most important growth sector which will DEFINE networking technology for the next decade; OPTICS and WIRELESS. Why do you continue to show so much faith and confidence in LU?