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


To: Terror who wrote (4960)11/14/1998 11:58:00 AM
From: thebeach  Read Replies (1) | Respond to of 21876
 
I have no idea but would like to ask the thread what they think of ASND being faught over by LU and CSCO? Is this a distinct possibility?
Thanks.



To: Terror who wrote (4960)11/14/1998 1:52:00 PM
From: pat mudge  Respond to of 21876
 
Does anyone know what happened with MOT on Friday. Why the upswing. LU is kicking their butt. Happily own more LU than MOT. Any info greatly appreciated.

No, but I'd certainly believe they're taking out ADI before LU. Would make a lot of sense in their fight for DSP share. Also their CopperGold ADSL chip is lamentably behind the competition and ADI's would bring in an impressive list of customers.

Disclaimer: putting ADI together with MOT is purely my own invention based on what I think would work not on anything else. Don't want to start any rumors.

Come to think of it, a MOT-ADI combination would put them second to TXN in DSP mkt. share, and since LU and MOT have a development agreement this would explain LU's weakness late in the week.

Welcome debate.

Pat