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

To: elmatador who wrote (16841)	10/20/2000 10:19:58 AM
From: Joe S Pack	Respond to of 21876

I am not sure Caryl F would have saved. She is a good sales person and may be she was part of the problem too. She was smart enough to leave at right time. Imagine if she was still staying here and we are here as we are now. To be frank I don't see any cure in sight. This is one of fundamental flaw in corporate culture where board members are nothing but dummies doing you-scratch-my-back and I will do it for you kind of set up. Seldom we see board members have courage and honesty to stand up for ordinary share holders. -Nat

To: elmatador who wrote (16841)	10/20/2000 11:29:34 AM
From: Ian@SI	Read Replies (2) \| Respond to of 21876

Thinking the unthinkable: I think even CSCO should have kept Dan Listwin, who would come very handy should J. Chambers become a McGinn in the future. Most successful tech companies stumble fairly regularly. Usually they get back up and strive to even greater heights. Occasionally they don't. LU has a lot of bench strength and probably one of the better R&D organizations in the world. I suspect that in the long run it will do well. but I haven't backed that thought with my money. at least not yet. CSCO on the other hand hasn't been seen by the street as stumbling yet. However, JNPR has taken 24% market share and is growing rapidly at the high end. NT is squeezing it from the bottom. It's not quite so unthinkable that CSCO could stumble as it was a year or two ago. FWIW, Ian.