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

To: David Hansen who wrote (19780)	4/1/2002 10:59:27 AM
From: sylvester80	Read Replies (1) \| Respond to of 21876

Very well said. A merger of LU and NT does not make any sense to me either. Nortel, other than customers which LU is winning over every day anyways, has very little to offer IMO. JMHO.

To: David Hansen who wrote (19780)	4/1/2002 11:32:55 AM
From: elmatador	Respond to of 21876

The network is shrinking. You can do more stuff with less variety of boxes. DISCLAIMER: I am not referring to 'God boxes', seating closer to the users. I'm talking about the core network. But anyway if dominate the core, you own the edge too. Which is one of the reason that I think ILECs will dominate Metro Loops. The replacement of carrier TDM Class 5 and Class 4 infrastructure with new packet-only products. In its majority are LU and NT equipment. Siemens has some 3% only in former Ameritech areas. This is the next purchasing cycle. Today wide area networks are a mix of technologies anywhere from ATM, frame relay, TDM, packet over SONET and what have you. "MPLS seems to be the unifier of services across these backbones." But MPLS is going to be standard. So the collapsed public telephone cum data network will an smaller entity which will provide a market enough for a big telecom vendor which I think could be NT-LU. If anyone would add, disagree, improve, disprove this; I think we will get a bit more understanding on this stuff. Me I certainly will.