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

To: Monty Lenard who wrote (14113)	3/23/2000 1:41:00 AM
From: telecomguy	Read Replies (3) \| Respond to of 21876

Hey Monty Hall, $100 mill is a tip of the iceberg for companies like NT and LU. I don't expect a $100 mill contract will change anything. If you want to understand what the hell is going to happen 6 month from now, you have to understand the IMPLICATIONS of announcements like; 1) optics buyouts 2) 10 Gigabyte ethernet switches 3) LU walking away from enterprise market when the enterprise market will inevitably slip into the networking market Don't spend too much time on reading contract announcement, current share price, cash in the bank, or market share numbers like the CSCO lemmings because that is when YOU will get slammed when you least expect it. Instead try to understand the dynamics/technology driving the wired/wireless world. You will come away with conclusions that are about 2 years ahead of what impression you will get by reading CFO statements.