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

To: The Phoenix who wrote (3820)	8/27/1998 10:40:00 PM
From: William Hunt	Read Replies (1) \| Respond to of 21876

GARY---GOOD EVENING ---TO respond to the first item this is copied from the WSJ AUG 12 --- There is another large factor that affects Lucent's acquisition strategy, however: The company can develop data-networking technologies in-house through its vaunted Bell Labs division, allowing it to pass up another company's technology that might be ready to market but not meet Lucent's rigorous standards. As one Lucent executive put it recently, "When you own Bell Labs, it is hard to say you couldn't invent it yourself if you needed it." Until NT bought BAY it was my understanding they (BAY ) were partnering with LU in the router business . I am not impress with the market reaction to the NT / BAY merger ----down 20 % before today --- I just want LU not to overpay and for it to be accretive . The price for ASND seems high ( they do have good products ) BEST WISHES BILL

To: The Phoenix who wrote (3820)	8/28/1998 1:49:00 AM
From: JRH	Read Replies (1) \| Respond to of 21876

Hey OG: To not purchase ASND would be a "bad thing". It might be a "bad thing" in the short term for the stock, but if it did purchase ASND and the merger didn't work out, it could be a "bad thing" for the long term. What I am saying is that a short term drop in the stock will not hurt us in the long run. Just give us another opportunity to buy LU at blue light special prices <gg>. But I do agree that it will be hard for LU to break CSCO and the others' hold on the market without buying some customers. Talk to you later.... JRH