LU the king of voice and CSCO king of data world. Thats the past. The new world is voice and data equipment must do both. LU, CSCO and others are racing to supply the new goods to the telcoms ISP's etc: Both LU and CSCO are now after the same markets so I own both. I also understand that BT's supplers are neither but European. The war is globle not north american only, today I betting on the USA boys. I don't own any NT because I don't think they can market as well CSCO and LU. As far as the stock is pricey, YES so were MSFT INTC and when I bot them they were over priced according to normal standards. They still went up and split more. Time will tell whose the 900lb gorilla and who is only 700lbs, when you know sell the 700lb and put the proceeds into the 900lb one. Until then I'll own all who I think can win through bad and good times. My 2 1/2 cents worth.