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

To: Techplayer who wrote (16810)	10/17/2000 11:51:39 AM
From: Jeff Jordan	Read Replies (2) \| Respond to of 21876

>>>Chromatis CEO regrets selling to Lucent for $4.5 bln in shares<<< He should shut the hell up or vote to remove McGinn...JMO

To: Techplayer who wrote (16810)	10/17/2000 1:10:43 PM
From: Bill	Read Replies (1) \| Respond to of 21876

I see that the main competitor, Astral Point, just got a $100 mil contract.

To: Techplayer who wrote (16810)	10/17/2000 2:15:17 PM
From: Sawtooth	Read Replies (3) \| Respond to of 21876

<<Article: Chromatis Networks would never have let itself be bought by Lucent Technologies Inc. had it known that shares of Lucent were going to fall so precipitously...>> I think I've got a journalistic streak in me begging to come out at the moment. Let's see ..... Headline: Sawtooth would have sold his Lucent shares at $80 had he known the stock would sink to $20. Best. ..........VVVVVVVVVVVVV ; )

To: Techplayer who wrote (16810)	10/17/2000 3:16:58 PM
From: Joe S Pack	Read Replies (1) \| Respond to of 21876

Techplayer, That is an interesting article and lot of ranting from Chromatis. I am glad that it is not a bloated sell and jump operation. Even at this price they will make a lot of money. We have to wait and see what the mind share is. He is hedging and we have to see whether there will be any real product coming that will make real money for Lucent. Or it is yet another Nexabyte kind of purchase. -Nat

To: Techplayer who wrote (16810)	10/17/2000 4:37:47 PM
From: Georgeb	Read Replies (2) \| Respond to of 21876

<"Metro is up for grabs," Barron said. "Metro business overall will be five to 10 times what the market for the core has been. It's just about to explode that next calendar year. We have captured mindshare for that space. "Lucent is making the most market share in the metro space."> All this excitement over the 10G long-haul optical, that has catapulted NT from being a distant second Telecom manufacturer to a close second with high earnings growth, is just the beginning. Now we are looking at developing metro (a market that is many times bigger than long haul, and also developing the next generation of long haul (40G, OC-768). The optical networking wars have just begun, why couldnt LU position themselves to execute in these other product lines? I think that it is still early in the game, and there is also now a clearer roadmap for these markets. The biggest manufacturer (LU) should have an advantage in these young markets. The mis-management is all out in the open now, with everyone screaming for the CEOs head. I would think that positive change would HAVE to happen now to fix LUs problems, and position for these other markets.