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Technology Stocks : Lucent Technologies (LU)
LU 2.630+0.2%2:04 PM EST

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To: Kenneth E. Phillipps who wrote (19624)3/25/2002 12:55:55 PM
From: David Hansen  Read Replies (1) of 21876
 
Ken,

I'd say that's a very tough thing to say since SBC has a consolidated balance sheet and doesn't provide breakdowns for their subsidiaries. I read something by Ray Wilkins, the CEO of SBC Pacific Bell that SBC was predicting growth at 3-4% during 2001 and it will more likely come in at .5% or so if there is no protracted downturn in the economy...

I'd say that SBC has done a better job than most in driving to voice/data solutions... There is not much good to be said about Ameritech... They have an expensive cost basis for their network due to their end-to-end Cisco committments... I'd give the lead to Verizon with SBC a close second.
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