Lucent Technologies (LU) Message Board

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Technology Stocks : Lucent Technologies (LU)

LU 2.570

-3.0%

Nov 17 3:59 PM EST

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To: Chuzzlewit who wrote (8986)	8/4/1999 9:21:00 AM
From: elmatador	Read Replies (1) of 21876

When LU (or NT for that matter) goes out of the US, does not mean that it, necessarily, goes to Europe. It goes to South America which is a big market for infrastructure. There LU have to open a production facility for mobile terminals, for instance like Brazil which has 20% tariff in the imported eqt. Then LU have to provide vendor financing, because those new operators there spent all their money buying the licenses. There the project implementation takes longer than the US developed market. You know, they are not used to the competitive pressures being just out of the state owned enterprise mind-set. This means more work in progress and more inventory. I think that this work in progress, inventory, vendor financing end up affecting LU's cash flow. Mine is the perspective of a network builder.

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