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

To: telecomguy who wrote (20410)	6/28/2002 11:39:33 AM
From: sylvester80	Read Replies (1) \| Respond to of 21876

Still a Nortel pumper and Lucent basher after all these years. LOL.

To: telecomguy who wrote (20410)	6/28/2002 1:42:52 PM
From: Alex Chilton	Respond to of 21876

Nothing here of substance. You bet on NT management and engineers, but the premise of the post is customers & demand. If it is customers and demand, who are the survivors? My guess is SBC (LU, NT, Fujitsu), VZ (big mix), and BLS (LU, Fuji & ALA); w/ WCOM gone; Q broken up & sold (mostly SBC) for pieces, T picked up by BLS; FON, who knows? Wireless may hold some promise for NT over LU. NT could stake a claim for #2 in enterprise (sulu, shields up!). All in all, I'm having a tough time seeing NT in a better position w/ the winners, the RBOCs, than LU. Now, I hope both do well, but I believe NT should have broken up like LU (AV, AGR). I see my position in Nortel more precarious than LU, at least for going it alone (I'm sure it'd look good as a division of GE). Alex.