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

To: KYA27 who wrote (6611)	3/14/1999 5:48:00 PM
From: Kenneth E. Phillipps	Read Replies (3) \| Respond to of 21876

IBD: What's Lucent's strategy for moving from just voice to voice-data networks? McGinn: It's a piece-by-piece basis. There are those who would say one size fits all. Our (voice) customers are telling us they are going to make the move to either migrate from their existing network or have their existing networks progress or reside alongside a data network. New carriers coming in probably are going to go with a data network architecture to start with. You've got different business strategies . . . driving the direction that people take in data networks. We're addressing each of them. IBD: How are you positioning Lucent against Cisco and Nortel? McGinn: We consider them to be two very good competitors in the field, coming from two different perspectives. We have to position ourselves not vis-a-vis them, but according to what customers are telling us. McGinn did not answer the questions. The questions were (1) What is Lucents strategy for moving from voice to voice-data networks; and (2) What is Lucent's strategy for competing with Cisco and Nortel. He did not answer either question. He was evasive. IMO, he avoided answering the questions because he does not have a strategy for moving to voice-data and he does not have a strategy for competing with Cisco and Nortel. Ken