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

To: jach who wrote (4963)	11/14/1998 1:46:00 PM
From: Jack Wright	Read Replies (1) \| Respond to of 21876

Jach I think both LU and CSCO will be winners ...

To: jach who wrote (4963)	11/15/1998 10:53:00 AM
From: jach	Read Replies (1) \| Respond to of 21876

LU won several large contracts that include this Packet Star. Based on performance and now with large customer acceptance, LU is now eating and will eat CSCO big lunches, imo. LU will have tremendous growth considering all these data market is extra revenue and earnings in addition to the telecom area. On the other hand, it will be the opposite for data networking companies such as csco going into the voice world. Voice world is totally different from the data world as we can seen from this. LU can get into the data networking world and got large contracts worth more than 200 million$ with a product that LU did in a year or so time frame (the PacketStar). Data networking companies have been working to get into voice world for more than three years now and not even a small little dent has been felt by the telecom companies. And, IMO, it's not going to be in the future either, in spite of what the hype is going on IP telephony. Most investors and analysts do not realize that voice is in fact a different beast compared to data. Voice has its own rules and just to master these takes a long long time. IMO, LU at this price is a great great buy. Target of double within 12 months. lucent.com:80/dns/feature/ps6400.html