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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: blankmind who wrote (17709)2/19/2001 1:43:11 PM
From: Ian@SI  Read Replies (2) of 21876
 
I wouldn't get too excited just yet.

Deal is probably worth less than $10M. It's for an unspecified delivery time. Under SAB 101, revenue recognition may well be deferred for a new product.

And to stay a $30B company, LU would only need to announce another 3000 deals of this size or about 10 a day every weekday for the year. i.e. Anything less than $100M worth of orders daily leads directly to a shrinking LU.
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