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

To: telecomguy who wrote (13549)	2/14/2000 6:45:00 PM
From: Techplayer	Read Replies (1) \| Respond to of 21876

telecomguy, re: "price but won't be doing much shooting in the next few quarters or even the entire year." You going to guarantee that? Brian

To: telecomguy who wrote (13549)	2/14/2000 7:18:00 PM
From: Maverick	Respond to of 21876

ML:wireless equipment scorecards ending 12/31/99 Investment Highlights: · Our wireless scorecards track the characteristics of wireless infrastructure contracts that have been publicly announced in the last month. In December 1999, 23 contracts were announced with an aggregate value of $2.1 billion. · The level of contract activity for the expansion of cellular/PCS networks has increased. About 78% of cellular/PCS awards were for the expansion of existing networks versus 69% for the 18 months ended December 1998. · About 56% of these expansion orders were for GSM (Global System for Mobile Communications) networks, mostly in Europe, which has benefited Ericsson. Expansion orders for TDMA (Time Division Multiple Access) and CDMA (Code Division Multiple Access) systems increased by 125% and 41% respectively. Ericsson and Lucent won most of the TDMA contracts, while Lucent and Nortel lead in CDMA. · Overall, the value of TDMA and CDMA contracts increased by 48% and 9% respectively over the last 18 months. The value of GSM contracts declined by 12% during the same time period. · Over the last 18 months, 16% of the cellular/PCS contract awards included support for high-speed data services. Interest in GPRS (General Packet Radio Services), HSCSD (High Speed Circuit Switched Data), 1XRTT (the first phase of cdma2000), Wireless Application Protocol (WAP) and Third Generation Wireless (3G) technologies is increasing. · Ericsson remains the leader in the value of contracts awarded (24%), followed by Nortel (19%), Lucent (17%), Nokia (14%), and Motorola (11%). Nortel has gained the most market share over the last 12 months and over the past three months.