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Technology Stocks : All About Sun Microsystems

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To: cfimx who wrote (26770)	1/25/2000 5:43:00 PM
From: tiquer	Read Replies (1) of 64865

Here is another nugget or two TWIT... The two most beat-up telco equipment providers, Tellabs (TLAB:Nasdaq - news) and Lucent (LU:NYSE - news), share a similar set of clients, the regional Bell operating companies. Of course, everybody has dealings with these companies, but Tellabs and Lucent are more leveraged to these companies than just about anybody. And these companies aren't doing that well, to say the least. When you are leveraged to weak clients, you are in a dangerous space, where you can let Wall Street down. The RBOCs were steady customers of old-fashioned equipment for years, but as providers of sophisticated "last mile" services, they are not dependable customers. And they are creating havoc among the suppliers who give them products. thestreet.com The company also issued a warning for its first quarter, saying it won't meet analysts' current forecasts. upside.com Cheers, Roger

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