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

To: Diamond Jim who wrote (10254)	10/19/1999 12:50:00 AM
From: Bindusagar Reddy	Read Replies (1) \| Respond to of 21876

Diamond, Hugh Johnson on CNN was recommending people to get out of Box makers like DELL and BUY TELCOM equipment stocks as the Box makers are having tough time squeezing profits. Where as Telecom equipment is in great demand as a result of flooding of these cheap devices that want to talk to eachother. There is a clear shift in Paradigm of high growth from Computing(PC makers) to Communications (Telecom equipment makers). DELL problems are expected. Michael made all the money when rapid dcline in memory and componant prices was normal. Now the story has changes he is being squeezed from both sides. Prices of PCs falling and Memory prices rising. This is the beginning of erosion of DELLs Margins. This will continue and will cause institutions to dump DELL and load up CISCO and LU, NT etc. Good luck tomorrow BR