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

To: elmatador who wrote (19770)	3/31/2002 10:29:24 AM
From: sylvester80	Read Replies (2) \| Respond to of 21876

Hey, you were the one who brought up the "super box" that is needed, not me. Or are you changing your mind now? And BTW, just because the hardware vendors don't have visibility, it does not mean that the bottom is not this quarter or next, and second half we get a pick up. The same way back in 2000 nobody forecasted the slowdown but instead Nortel, CSCO, CIEN and others had orders going through the roof and reiterated that guidance only to slash it 3 weeks later, the same thing will happen at the bottom. You'll be hearing the opposite when all of a sudden... bang!. I say that bang happens in the second half. And if that is correct, now is the time to be getting in those stocks. 6 months ahead. We'll see.

To: elmatador who wrote (19770)	4/1/2002 11:08:54 AM
From: David Hansen	Respond to of 21876

I think Sylvie was talking "Super Boxes" as in more capacity ala 40G, etc. The Chromatis and boxes like them - AstralPoint, etc. were commonly referred to as "God Boxes" as they rolled multiple networks into one: Sonet, ATM, IP, MPLS, etc. The market hasn't readily adopted these boxes due to the time it takes to stabilize software and to make them work effectively. Makes sense in the argument to consolidate network elements and to drive cost from the network but it was just too much of a leap in technology to get it working within the required time frame. Hey, it's the typical risk associated with any attempt at creating a disruptive technology. Just in this case, it was an unacceptable risk.