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Technology Stocks : Lucent Technologies (LU)
LU 2.545-0.6%3:59 PM EST
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To: scratchmyback who wrote (20787)9/13/2002 4:13:57 PM
From: DiB  Read Replies (2) of 21876
 
You are correct, one customer default cannot be the only explanation for the revenue miss.
However, I disagree with your assertion that "Lucent has more or less given up all GSM and WCDMA network business". They have "mobility" products to support all kinds of "old G" and 3G, and I bet they pay very close attention to what Verizon is planning to do. Verizon and Lucent are very close, and Verizon usually gives Lucent a chance in every RFP.

Just my 2 cents,

-DiB
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