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

To: MulhollandDrive who wrote (1095)	12/5/1997 6:50:00 PM
From: P.T.Burnem	Read Replies (2) \| Respond to of 21876

If Lucent were contemplating buying Ascend, their stocks would be moving in the opposite directions. Ditto for CPQ, NT and other rumoured ASND suitors. PTB

To: MulhollandDrive who wrote (1095)	12/5/1997 10:12:00 PM
From: chirodoc	Read Replies (1) \| Respond to of 21876

<<<<<<I own both LU and CSCO. I have had confidence in both holdings, however, I agree with you that if LU gets ASND, the stock will take a hit. ......i agree. but internet telephony is going to grow rapidly--i think that cisco (my largest holding) and lucent will be very big players--maybe ericsson also. ......so who do you buy for this sector? vocaltel may be too risky. ......i am buying lu under 78 and will hold it for a few years--short term it may go down--but long term i think you will make a lot of money in this stock--cisco and lucent have separate strengths but will converge in this area--cisco will not take over lucents teleco strength and ascend could give lucent access to wide area networking. .......i ain't sellin'--but will buy more if it drops

To: MulhollandDrive who wrote (1095)	12/6/1997 9:21:00 PM
From: qdog	Read Replies (1) \| Respond to of 21876

I'm not that sure that will happen. As I said in the past, telco equipment makers are being tasked by the folks that are taking over the Internet, RBOC's and LD providers. I've meet and talked with both in the past few months and their is a total dissatisfaction with the reliability factor that CSCO brings to the table. I'm, sorry to say, but in trade mag's, it's being pronounced more and more; latency problems with the Internet is FINALLY being exposed. It's not just a B/W issue, but an equipment and design issue. This CSCO, appropriately, will get the blame, as will MSFT. Neither understands the legacy of the traditional POTS system of reliability and that will be in part, be their undoing. LU, along with NT, Alcatel, Ericsson, and others are attacking this problem; either through partnership or aquistion. The telco manufacturers are closer to the solution than the Networkers.