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: Mark Palmberg who wrote (5467)	1/11/1999 12:19:00 PM
From: Dolfan	Read Replies (1) \| Respond to of 21876

Regarding the Lucent deal. Being a customer of LU, BAY, and ASND I use to believe that LU lost by not getting BAY. However, I feel LU will be better off with ASND. By buying ASND, LU just became the Worlds largest remote access provider to ISP's. Don't forget LU also owns Livingston which also makes Remote Access devices as well and owns Radius the industry authentication standard. ASND also has the Cascade Frame Relay switches that they acquired last year.. ASND is also deploying DSL on the TNT and I Belive Max line of their remote access routers. This acquisition will give LU a major leap forward in the TELCO/ISP business I also believe that Nortel benefitted much better with them getting BAY. It seems like a perfect fit for NORTEL. Regards, Mark