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

To: Drake who wrote (10736)	10/27/1999 2:13:00 AM
From: hitesh puri	Respond to of 21876

On top of all the hoopla NT garnered in recent weeks regarding their Optical business growing etc. etc. their gross margins were a pathetic 42.5 DOWN from a pathetic 43.5 last year. Even 3Com with its commodity NICS and Modems does better than that. What does that mean ? It means that their technology just cannot demand the extra bucks that Lucent and Cisco can and they have a lot of "fat" in their operations (Bay Networks ?). Look for money to rotate out of NT into LU and CSCO. -Hitesh