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

To: JRH who wrote (2994)	7/9/1998 9:23:00 AM
From: Mir	Read Replies (1) \| Respond to of 21876

Holding shares in other companies etc.... LU probably owns 15% share in Juniper Networks but not in BAY or any other big networkers. LU is a great equity to own short/long term. It is still on path to realizing full potential of various patents, technologies and products. NT, CSCO, ALA, ERIC, Siemens are sharpening their strategies for a neck to neck run towards big wins. NT has made a paradigm shifting move in acquiring BAY and if the transition towards integration is smooth then they will be a formidable Data Networking player. I would expect LU to sharpen Data strategy through two fronts i.e. one like CSCO of acquire and pay acquired employees handsomely and on the other hand (like NN affiliate strategy) provide seed capital to entrepreneurial employees and others. On both fronts they have proven to be very successful as Yurie, Prominet and other small acquisitons and some recent venture capital funding shows. LU already acts like a big small company, nimble and rewarding to employees (share value has been a boon to options). Mir