Who will be the first acquisition for Lucent (LU)?

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Who will be the first acquisition for Lucent (LU)?

An SI Board Since October 1998

Posts	SubjectMarks	Bans
29	1	0

Emcee: RDH	Type: Unmoderated

Introduction Compact

Lucent is now legally able to acquire networking companies. What are the most likely possiblities?

I own shares in Cabletron (CS), Shiva (SHVA)and 3COM (COMS). I do not think 3COM is a likely acquisition. I am not sure about SHVA. I do think CS is possible as well as ASCEND (ASND). I do not know if MADGE Networks (MADGF) is a possibility.

Which of these stocks or others have a good chance of being looked at by Lucent? Which make the most business sense for Lucent to acquire?

Is anyone interested in contributing insight on this topic? I would like to discourage hype and encourage thoughtful commentary and reasonable opinions.

- RDH.

Go to reply# or date (mm/dd/yy):

Reply	Message Preview	From	Recs	Posted
29	it's ascend..... L	lazarre	-	1/11/1999
28	Goes together like a horse and carriage... VOCLF!	Joana Tides	-	12/10/1998
27	This one is a little off the wall, but starting to sound possible -- ENT.	David A Rush	-	11/24/1998
26	You could be right, but my guess is that LU will want the ASND customer base an	Drake	-	11/18/1998
25	The next acquisition will probably be ASND -- institutions own approximately 76	Drake	-	11/18/1998
24	The next acquisition for LU will be Newbridge Network. LU will by NN to compe	Luc Glinas	-	11/11/1998
23	Anyone here think LU's first play could be in the cable (ie CATV) area? Ei	JM	-	10/25/1998
22	I cannot go into alot of depth as to how I know, it might cause trouble for som	Electric	-	10/24/1998
21	What do you guys think about the implication on LU stock price if a big acquisi	S. Chiang	-	10/24/1998
20	could you please shed some light on why you think that they will act within th	drdan	-	10/23/1998
19	I have some insight that it ought to be within a weeks period of time.. I hope	Electric	-	10/23/1998
18	who knows? I don't know of any formal conferences that LU will be holding	drdan	-	10/23/1998
17	So when does anyone expect LU to announce its acquisition partner?? I am think	Electric	-	10/23/1998
16	thanks. Maybe at the cc, I guess.	drdan	-	10/21/1998
15	No.	Glenn McDougall	-	10/21/1998
14	does anyone know if McGinn mentioned anything at all about an acquisition in t	drdan	-	10/21/1998
13	Do you consider TEVE a competitor of LU?	Walter Morton	-	10/21/1998
12	Interop should be a good platform to have McGin (after earnings) to make the me	Glenn McDougall	-	10/20/1998
11	Intel To Acquire Shiva Corporation Br	Chinacat	-	10/20/1998
10	oh yeah dr. d	Tim Luke	-	10/7/1998
9	hi,folks...go to www.quadritek.com and look at the April 6,1998 news release.	drdan	-	10/7/1998
8	Ken, can you explain the reasoning behind your selection, please? - RDH.	RDH	-	10/7/1998
7	NEWBRIDGE NETWORKS.	Moneysmith	-	10/6/1998
6	RDH, Antec ANTC made the rumor mill some time ago Notsureifcableshaveenough	NotNeiderhoffer	-	10/6/1998
5	BMFM, I think it is likely that it will either be FORE, ASND or NN for the fir	RDH	-	10/6/1998

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