SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Lucent Technologies (LU) -- Ignore unavailable to you. Want to Upgrade?


To: Mark Palmberg who wrote (3458)7/31/1998 10:30:00 AM
From: Sawtooth  Read Replies (1) | Respond to of 21876
 
All: The focus of discussion seems to be, rightly, on Lucent's positioning for the future in telecomm/networking. Around the edges I occasionally hear discussion (usually not on SI) about an upcoming windfall opportunity for Lucent and other telecomm equipment companies from the sales of Year 2000 ready products to replace telecomm equip that is not Year 2000 ready. From what I've discerned, there is a lot of old equip out there that is not Y2k compliant and will have to be replaced. Does anyone else see this as the potential windfall that I do? I see very little mentioned about this in the press, in analysts comments, etc. TIA. ...Tim