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

To: Mr.Fun who wrote (6388)2/22/1999 8:57:00 AM
From: Neil H  Respond to of 21876
 
Mr. Fun

Hopefully you won't mind referencing another recent discourse of yours re: Cisco, Lu etc.

Message 7946695

I appreciate your insights.

Regards

Neil



To: Mr.Fun who wrote (6388)2/27/1999 7:15:00 PM
From: Khoi Le  Respond to of 21876
 
Mr. Fun - What about Ciena and its DWDM. Do you have any info on this market and any vision on its future ? And, how LU stand ? Whoelse are compete in this area ?



To: Mr.Fun who wrote (6388)2/28/1999 3:25:00 PM
From: David C. Burns  Respond to of 21876
 
I agree with you completely. For a possible model of the evolution of networks, look at what happened to Automated Teller Machine networks over the last 20 years. The enterprise space will eventually collapse and it will all be in the carrier space. The economics will always push to shared networks over the long haul.


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