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

To: William Hunt who wrote (3822)	8/27/1998 11:27:00 PM
From: The Phoenix	Read Replies (1) \| Respond to of 21876

Yes William, I read that article as well. It is obviously written by someone that hasn't a clue about how complex these products are. LU has little experience in implementing packet based networks and to assume that the folks they have are so good that they can build products which companies like CSCO and ASND have taken years to architect is more than just naive. I agree however that I don't want LU to overpay. Still, this market moves to fast to wait a year until a home grown product comes out. By the time they get it done ASND and CSCO will have something better. In order to get a hold on the communications market you have to buy your way into it....ala CISCO. NT/BAY is a poor example. TOo much product overlap, suffering companies, etc. etc.. LU is strong and ASND is strong...in their own unique markets. As a CSCO long I'd hate to have this competition...and as a CSCO long I'd like nothing better since it'll be the only way LU and ASND can effectively compete thereby giving CSCO added incentive to innovate even more. OG