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Technology Stocks : Lucent Technologies (LU)

LU 2.415

+1.9%

Nov 21 9:30 AM EST

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To: Andy Yamaguchi who wrote (12365)	1/7/2000 1:42:00 PM
From: Clay Takaya	Read Replies (1) of 21876

I don't know if this has been posted yet, but here is the link to the replay of the conference call yesterday. lucent.com My take is that the traditional businesses were slower than expected while the DWDM w/OC-192 was white hot. The explanations for the weakness were kind of unconvincing IMHO, although the deferred software revenue makes sense given Mr. Fun's point about the 500 million in question. It is a difficult story to swallow that the existing businesses were slow, but we could have made it if we had met demand in DWDM. I am still convinced, however, that I have to give these guys 2 more quarters to bring home the bacon. Clay

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