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Technology Stocks : Vitesse Semiconductor -- Ignore unavailable to you. Want to Upgrade?

To: John F. who wrote (3215)	1/7/2000 8:25:00 AM
From: SJS	Respond to of 4710

I listened to Rchard McGinn guidance this morning on CNBC. They gave him lots (for CNBC) of time. He said basically that it is NOT related to demand, but 66% related to management's inability to execute on LUCENT's plan. The rest is MFG related to LUCENT inability to meet customer demand. This is a LU SPECIFIC problem. You might find some of his comments on the CNBC website. He squarely put the blame on himself and other executives at the company for their inability to execute. NOWHERE ELSE! If you see collateral damage to other stock (JDSU, NT, CSCO, MOT, VTSS, PMCS, AMCC), take the opportunity to buy them. Steve