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Technology Stocks : EMC How high can it go? -- Ignore unavailable to you. Want to Upgrade?


To: Gus who wrote (11351)10/10/2000 4:25:59 PM
From: Bill Fischofer  Read Replies (1) | Respond to of 17183
 
Re: LU warning

No real surprise. LU was seriously outmaneuvered by NT in optical and blindsided by CSCO eating into their traditional telco business with its Voice over IP (VOIP) initiatives. They still have great technology, but unfortunately it's still layered in too much phone company legacy stuff. Looks like the knee-jerk collateral damage in NT and CSCO will provide some great buying opportunities.