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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: Mr.Fun who wrote (14563)	4/27/2000 2:14:00 PM
From: Kenneth E. Phillipps	Read Replies (1) of 21876

7. NT's losing strategic ground in wireless, despite protests to the contrary. Ericsson and LU are providing NTT DoCoMo's 3G W-CDMA network and NOK is providing Japan Telecom's. NT is not a part of any major W-CDMA trial - even Motorola is doing better than that. BTW, next year wireless growth will accelerate while optical decelerates. Mr. Fun, very interesting post. I noticed there was no notice of new contract with Verizon in your comments about wireless. That seemed like a pretty significant win for Nortel. What was your reaction to Roth's comment on CNBC that high growth (30% to 35%) would continue for 1&1/2 to 2 years?

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