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

To: Techplayer who wrote (13039)	1/26/2000 7:24:00 PM
From: Bill	Read Replies (1) \| Respond to of 21876

Don't know what the deal with NT was yesterday, though it was a US/Canada GAAP difference, which is not easy for business journalists to understand. Canadian companies have a habit of mixing US/Canada laws and currencies - probably to confuse them. LU's quarter was more than bad. Delayed orders cannot make up for that much of a revenue shortfall, IMO. There are some good businesses here, especially the Cascade originated products, but as I mentioned to you many times over the past few months, the optical business is NT's. Proper DD would include asking carriers which optical equip they are buying and why. Only then can you appreciate what a lock the other guy has on this sector. All just my opinion, of course.