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Strategies & Market Trends : MDA - Market Direction Analysis

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Jan 5 4:00 PM EST

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To: Haim R. Branisteanu who wrote (56903)	7/20/2000 1:43:29 PM
From: Robert New	of 99985

Hello Haim....I view the LU problems as more specific to them versus affecting the industry as a whole. CEO McGinn came clean and admitted that Ericsson is taking some major market share from them and others in the wireless area. In many ways I think Lucent is a victim of its own size (the dinosaur effect) and other smaller companies with more emergent technologies that are more nimble are making significant inroads. Plus McGinn admits to making a major stumble by not making the transition into fiber optics quickly enough. CEO will be on at 3:10 EST. Good luck to you...

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