Netro Corp - (NTRO) Message Board

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Technology Stocks : Netro Corp - (NTRO)

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To: jay silberman who wrote (744)	10/10/2000 7:05:30 PM
From: Mark Oliver	Read Replies (1) of 792

Jay, there seems to be a building sector fall out. I read the Lucent warning and wonder if it effects Netro and FWBB? Perhaps more important is the ominous statement that they are raising reserves for bad debt? Lucent Tech (LU) 31 3/8 -15/16: -- Update -- Lucent cites three factors for the warning: lower than expected revenues and margins in the optical systems business, higher reserves for bad debt in the emerging service provider market, and larger than expected decline in circuit switching business. Of these, the first and third have been problems for Lucent all year and appear to be company-specific, but the second is something that recently hit Ciena (CIEN) as well and could be a factor for other optical equipment vendors. Bad debt, rising interest rates, shut down of available capital from the share markets and lack of cash by companies spending too much buying their spectrum could be very negative for Netro, no matter how compelling the market may be. I wonder if we'll see Netro test it's lows again. It seems to be holding up some what stronger than you might expect. Regards, Mark

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