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Technology Stocks : Lucent Technologies (LU)

LU 2.490

-1.2%

Nov 28 12:59 PM EST

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To: Diamond Jim who wrote (10224)	10/18/1999 6:34:00 PM
From: Bindusagar Reddy	Read Replies (1) of 21876

DELL problems are clearly related to Memory prices NOT DEMAND RELATED. Michael DELL enjoyed low memory prices all these years at the expense of likes of Micron. It is time for him to pay it back. MEMORY business is going through an upside cycle, supply will catch up with the demand shortly. It is not, I repeat not any indication of slowing of the DEMAND. MSFT will deliver great earnings tomorrow. BR

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