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

To: Kenneth E. Phillipps who wrote (19783)	4/1/2002 11:23:25 AM
From: David Hansen	Respond to of 21876

How? WHen Cisco's AVVID family is eating everyone's VoIP lunch... NT does not have any lead over LU when it comes to VoIP. Despite the sales claims I've read you will find LU's MultiVoice product line much more complete than what I have heard called, Sucksuccession... VoIP in the telecom space is not a sizable market. Metro - Look at Ciena. They are 10Xs NT's installed DWDM base - what is it getting them - 650 lay offs? Another 20% workforce reduction? Optical has to be more than just metro to survive even though that is the sweet spot of the moment.