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

To: S. HYDER who wrote (3646)8/14/1998 1:11:00 PM
From: JRH  Respond to of 21876
 
<NAR>
Thread:
I looked a little deeper into the recent AT&T / BT partnership that is going to deploy an IP network globally. After reading up on the technology, the web page says that "The global venture's open IP platform will be software driven and flexible enough to provide features and applications to customers, regardless of the carrier who ultimately delivers it. This approach will free the venture from the constraints and limitations of hardware and infrastructure investments." To me, this sounds like CSCO and LU aren't going to benefit as much as it had been discussed on the threads the last couple of weeks. Can somebody please help me understand how T/BT plan on running their network with software and not hardware? Or am I just missing something? Thanks,

Long CSCO and LU (message posted on both threads, FYI),
JRH



To: S. HYDER who wrote (3646)8/14/1998 1:23:00 PM
From: P.T.Burnem  Read Replies (1) | Respond to of 21876
 
Rightly or wrongly, the market does not care much about write-off's. WCOM has announced they are going to write-off $6-7B worth of MCIC in-process R&D (who would have thought that MCIC had that much R&D underway;?) yet the stock barely budged.

PTB


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