Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Lucent Technologies (LU) -- Ignore unavailable to you. Want to Upgrade?

To: Diamond Jim who wrote (10235)	10/18/1999 6:46:00 PM
From: Bindusagar Reddy	Respond to of 21876

DELL news is not a surprise, everyone knows that memory prices are increasing. Remember the prices went down past 3 years before some rebound. DELL news will affect other BOX MAKERS. It should have NO impact on other tech issues. If at all should be positive for chip makers. DELL's losses are Micron's gains. Demand is good, means INTEL should do well Q4. BR

To: Diamond Jim who wrote (10235)	10/18/1999 6:46:00 PM
From: Techplayer	Respond to of 21876

OT Diamond, that is a good question. It really does behoove MSFT to have it's competitors knocked down a peg in valuation (per an article associated with Balmers's (sp?) comments). This event reduces competition's ability to acquire additional products. My guess is that MSFT will talk of moderate growth for y2k with an associated blip in revenue and EPS next quarter, though I hope not. Brian

To: Diamond Jim who wrote (10235)	10/18/1999 10:30:00 PM
From: Maverick	Respond to of 21876

Brazil's Vesper awarded LU a $470 million supply contract Monday October 18, 6:08 pm Eastern Time Bell Canada group to invest $1 bln in Brazil unit SAO PAULO, Oct 18 (Reuters) - A group led by Bell Canada International Inc. (Toronto:BI.TO - news) plans to invest $1 billion in a fixed-line telephone network for Brazil's most populous state of Sao Paulo over the next three years, the state said on Monday. Bell Canada and a group of investors bought the Sao Paulo concession in April. Bell Canada owns a a 35.3 percent stake in the group and U.S. telecom firm VeloCom owns another 35.3 percent stake. Qualcomm Inc (NasdaqNM:QCOM - news) and Argentina's SLI Inc. (NYSE:SLI - news) also invested in the license. Vesper, as the group calls itself, will start offering service in 15 districts in December, competing directly with Telesp Participacoes , the phone company spun off Telebras and sold to Spain's Telefonica last year. Vesper plans to invest in infrastructure and telecom equipment in order to eventually reach 53 cities, Sao Paulo state said in a statement. Vesper awarded Lucent (NYSE:LU - news) a $470 million supply contract earlier this month.