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

To: Doug who wrote (4404)	10/2/1998 3:10:00 AM
From: lkj	Read Replies (1) \| Respond to of 21876

Did you read Lucent's latest reports? Wireless is doing very well; Business products are doing really well; Despide a shrinking semiconductor market, LU semi is still growing in the teens. DWDM is about to take off for LU; Octel is growing very rapidly; LU's power supply business is growing also. Most important of all, due to political reasons, Lucent (AT&T) was not allowed to sell telecomm equipments in Europe. Other- wise, Alcatel and Siemens would never have been in the telecom business. Now Lucent is allow to sell telcomm equipments around the world again. With its superior product (in price, reliability, and functionality), it's probably gaining market shares fast. And maybe this is why Acatel warned bad earning. Of course, this is my speculation. Let's see if this quarterly report would support it. The previous quarterly reports have definitely done it. But long term wise, packet switching would take over the world, and LU is moving fast to enter that market through both R&D and acquisitions, but this is no reason to think that Lucent is not growing from within.