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Technology Stocks : Lucent Technologies (LU)

LU 2.650

-2.9%

Nov 14 9:30 AM EST

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To: Curtis E. Bemis who wrote (9228)	8/19/1999 12:55:00 PM
From: Tunica Albuginea	Read Replies (1) of 21876

Curtis Bemis,Re:Reports that LU is falling behind shipments. I have no 1st hand knowledge of this, can't confirm it but I will take your word and for argument's sake assume it is true. Then I will speculate ( from L: " to look into the future", GG ) while I am having coffee> Put that in with the WCOM debacle. Here is what may be happening: - LU is pushing to take over & run big telco networks ( a la MCIWCOM ). -they now find a mishmash of mixed equipment that they are trying to form into a network. -their present hardware ( ATM + routers) and software, based on the recent WCOM debacle , can't handle the job. -they must already know that from previous pre-testing signals, ( WCOM has had previous failures ). -so they may be thinking now that before they ship a truckload to another telco, they better make sure this thing works and that millions of people are not left stranded in mid - air again. -ergo the back log. If above is true, then it is likely to worsen because this type of technology takes years to develop. ( BTW when I bought LU phones 10 years ago before the break up from ATT, I was never impressed by the quality: the Japanese were light years ahead). -Maybe this is why they bought INS. They are finding that the best way out of this fix is to completely scrap the old system and get a new one. This is were INS presumably would come in in the financing aspect. I will go back to the coffee mug and await for corrections on what Steve Martin might call " this is a wild and crazy idea!!!!!!" but " we are wild and crazy guys !!!!". TA Morning-- I just got passed an article written by Mike Cammarata who authors the Hoofbeat subscription newsletter. He claims--".. Lucent is having >extreme problems in meeting production schedules and shipment dates on their >old line telephony products. We are talking serious unit backlog measured in >the thousands. Apparently that factory was shut down for several weeks for a >SAP implementation along with Order Flow this and that. Things have not >returned to normal and they continue to fall behind. Anecdotal evidence of >large customers having concrete 'set-in-stone' shipment and installation >dates have had to contact all their other vendors to postpone those >installations into the unknown future." Anybody know anything about this ??

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