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Technology Stocks : Lucent Technologies (LU)

LU 2.415

+1.9%

Nov 21 3:59 PM EST

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To: Jack Hartmann who wrote (14263)	4/8/2000 4:02:00 PM
From: Thomas A Watson	Read Replies (1) of 21876

As a business expansion no doubt China is if political stability continues a great potential market. But this also adds an element of a future short term price risk. If problems flare up between Hong Kong and the Mainland then companies with exposure in those markets could take a drastic hit. This in my opinion would just be a great buying opportunity. Just some thoughts. Now also in the Gilderean future massive network expansion and optics are to migrate from a packet switching dominance to a switched lamda routing of informations. This is an area where lu has the stuff that goes at the end of the fibre as ultimately the last few miles will go mostly go back to switched packets for years to come. Is this a negative to cisco as they are all/mostly packet switching tech? Shares outstanding msft 5.20B csco 6.94B ibm 1.78B at 3.19B lu 3.16B In 5 years what will be the largest market cap company? Tom Watson tosiwmee

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