Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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: The Phoenix who wrote (4246)	9/18/1998 3:04:00 PM
From: Paul Shread	Respond to of 21876

Gary, They're acting like they can go it alone to get a better price, although part of it may also be that they're being prudent in case they do have to go it alone. There's an awful lot of beaten down networkers out there who could easily fit LU's bill, and if LU has any brains they'll use that in negotiations. A merger's the only way ASND is going to grow. If they couldn't compete effectively against CSCO, they're going to get killed by the big telecom boys. They smartly turned down ERICY at $55 because they knew they would get more growth out of a $50 deal with LU. Paul