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To: Mark Fowler who wrote (77064)	9/9/1999 7:30:00 PM
From: Libbyt	Read Replies (1) \| Respond to of 164684

<OT> CMTN... Mark, This is cut and pasted from the Steve Harmon newsletter: "What do you think about the announcement of the "Stinger" technology by LU, will this really have an impact on CMTN's revenues? Also will the Stinger boost the value of LU? Thanks, DT" =>reply: lucent - stinger is a significant product from lucent i believe for two reasons: 1) gives lucent a foothold into the burgeoning dsl market, one that i think could be the story of the year 2000 2) legitimizes the dsl market since if the gorilla of network gadgets wants in there must be a huge opportunity until recently lucent was always one of the most undervalued internet-related stocks because of its pedigree (out of bell) a couple years back i did a report on lu that said it could be a big player in the net space; that time is now i think however, at $202b market cap i think lu fully valued at this juncture with perhaps a buy on dip opportunity if there's a market correction as for other dsl stocks, even with stinger i don't think lucent can satisfy the demand it also must deploy the product rather than just announce it" I'm not sure, but didn't CMTN have an 800% growth in earnings for their last earnings? From following this stock, it seems very volatile, and can go up or down very quickly. (More like AMZN used to trade...) I agree that this could go down again, but I would think it would be up much higher by their next earnings report. (10/21?) Libbyt