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

To: whatmeworry who wrote (3322)	7/26/1998 2:47:00 PM
From: LindyBill	Respond to of 21876

I think, if you are going long, the longer you wait, the more you will pay. (I own it, of course, and am biased)

To: whatmeworry who wrote (3322)	7/26/1998 8:02:00 PM
From: Mir	Respond to of 21876

Never a bad time to get in LU AT&T and BT alliance may produce some big sales for LU, but don't count out Nortel, Siemens/GPT/NN alliance and to a lesser extent ALA. On data side NN and CSCO may be getting some orders too. Concert (as the alliance is known as) has a lot of money to spend (as seen when BT/MCI were together). This money will be spent in quickly revamping systems to work between ATT and BT networks and to upgrade data side of both networks. My guesstimate is for all services deployed network (switched/packet) running at full throttle by mid 2000. Big money to be made when alliances like this and MCI/WCOM are in place. Watch out for some reconfiguration of Global One and Unisource alliances. Some vendors are in for some serious revenue growth. Mir