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


To: ed who wrote (6345)2/21/1999 2:56:00 AM
From: puborectalis  Read Replies (1) | Respond to of 21876
 
Again,I reiterate that 95% of the market outside the US is still not spoken for and yearning for telecommunication equipment...virgin territory to the likes of LU and CSCO.....why I own these stocks.



To: ed who wrote (6345)2/21/1999 10:37:00 AM
From: Haim R. Branisteanu  Read Replies (3) | Respond to of 21876
 
You may be right but those assumption are history now. Are you aware that India, China and Korea are building similar products?

The know how gap is narrowing fast. India is a new Mecca of software development. Not to mention other countries such as Russia and Israel in telecom related products.

The nature of the telecom industry is similar to automotive industry THEY DO HAVE STANDARDS to comply with. The issue is only who makes it cheaper and more reliable. - similar to a car.

At the time the US had the lead now not anymore.

BWDIK
Haim