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

To: GVTucker who wrote (17526)1/19/2001 3:45:54 PM
From: Adam Nash  Respond to of 21876
 
Recent performance of AMCC bodes well for Agere...



To: GVTucker who wrote (17526)1/19/2001 8:41:45 PM
From: John Soileau  Read Replies (1) | Respond to of 21876
 
Absolutely. Xerox is a poster child for how NOT to exploit your innovation.
LU could be a poster child runnerup, but they have created a special internal
unit which exists solely to take Bell Labs' gee whiz stuff and move it toward
market. How well that is gonna work, we'll have to wait and see. But at least
LU has the right idea.
As I said earlier on this thread, 3M has few peers when it comes to moving a
great idea along FAST into a product or product line. A big percent of their sales
are generated by products that didn't exist six years ago. My wishful thinking is a
3M takeover of LU. 3M management plus LU intellectual capital...whew.
John



To: GVTucker who wrote (17526)1/20/2001 11:26:36 AM
From: willcousa  Read Replies (1) | Respond to of 21876
 
I may be off the beam here but isn't there a long history of outstanding scientific achievement with little or nothing to show for it from the standpoint of profits? For instance, it seems to me the whole semiconductor business could have been Bell's. What about lucy's culture has changed that should make us more hopeful?

Disclosure - Long lu common.


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