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

To: Ian@SI who wrote (16843)10/20/2000 11:44:18 AM
From: Joe S Pack  Respond to of 21876
 
Ian,
I completely agree with you. No company is invincible. In a hightech race even a single misstep can almost kill a giant company. That is what happened to LU.
A few years back LU made a blunder in not pursuing 10G fiber optics and is paying a high price now. Whom should we blame?
Failure to execute and recover from mistake should be directed to da management. To top it off LU's M&A guys are as useless as the top management especially within the optical space.
There are a few shinning exceptions though (Ascend, Keanen for example).

-Nat



To: Ian@SI who wrote (16843)10/20/2000 11:47:57 AM
From: MDGO  Respond to of 21876
 
>>It's not quite unthinkable that CSCO could stumble as it
was a year or two ago.<<

Unlikely with their exceptional, alert, and agressive
management. They aren't going to become another Lucent.


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