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

To: MU Lation who wrote (2705)	5/29/1998 11:17:00 AM
From: Sawtooth	Read Replies (1) \| Respond to of 21876

<<Can you say "big bloated east coast legacy heirarchy developing products on telco time vs. lean, mean, entrepreneurial silicon valley company developing products on internet time"? >> Sure can, MU. But five years, ten years, twenty years from now, from an investment perspective, what's going to matter more than anything to me about LU vs. CSCO is going to be how well my investment in the company's stock performed. To me, that's the big "$64,000,000,000 Question". For the long haul, which company is positioning itself better to profit in the future? LU's breadth gives me a lean to LU. Full disclosure: I have an interest in both companies. ...Tim

To: MU Lation who wrote (2705)	5/29/1998 12:24:00 PM
From: Jacques Tootight	Respond to of 21876

MU, The CSCO you know and love today may not exist tomorrow. They are fully aware of the changing dynamics of the industry and know they need to do something. CEO in recent interview stated that serious discussions with LU were broken off about two months ago and that he currently talking to NORTEL (possible alliance/merger?). Never say always in the tech business, it just moves too fast. I have positions in both companies. Holding CSCO, buying LU. RC