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


To: Kenneth E. Phillipps who wrote (16627)10/10/2000 5:45:38 PM
From: The Phoenix  Read Replies (1) | Respond to of 21876
 
NT still has engineers. LOL! In all seriousness it may be that NT is providing greater pricing incentives and are able to absorb these because of their execution in the optical space. LU can not benefit from this because their execution in optics has been abysmal.

I would guess that NT's revenue growth (not including service/support) in circuit switches is not positive at all.



To: Kenneth E. Phillipps who wrote (16627)10/10/2000 11:22:18 PM
From: Techplayer  Respond to of 21876
 
Ken, I heard a while back that NT is dumping circuit switches a ridiculously low margins. That is how. tp