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

To: Mr.Fun who wrote (14563)	4/27/2000 2:14:00 PM
From: Kenneth E. Phillipps	Read Replies (1) \| Respond to of 21876

7. NT's losing strategic ground in wireless, despite protests to the contrary. Ericsson and LU are providing NTT DoCoMo's 3G W-CDMA network and NOK is providing Japan Telecom's. NT is not a part of any major W-CDMA trial - even Motorola is doing better than that. BTW, next year wireless growth will accelerate while optical decelerates. Mr. Fun, very interesting post. I noticed there was no notice of new contract with Verizon in your comments about wireless. That seemed like a pretty significant win for Nortel. What was your reaction to Roth's comment on CNBC that high growth (30% to 35%) would continue for 1&1/2 to 2 years?

To: Mr.Fun who wrote (14563)	4/27/2000 2:26:00 PM
From: telecomguy	Read Replies (2) \| Respond to of 21876

Nice bit of spinning Mr. Fun. Unfortunately no amount of creative play with the numbers can convince the market that LU is losing momentum and NT is gaining at LU's expense mostly. After LU's quarterly earnings came out, what did the market reward them with in terms of stock price appreciation? And what did the market reward NT with? Do you get the idea?

To: Mr.Fun who wrote (14563)	4/27/2000 2:33:00 PM
From: Mighty Mizzou	Read Replies (2) \| Respond to of 21876

and we bought yesterday and more today Hmmm... and just exactly what compelled you to do this just ahead of next weeks BCE's dispersion? If I was interested in NT (Im not) I would've waited 'til then. The Canucks will dump some of their NT.

To: Mr.Fun who wrote (14563)	4/27/2000 2:53:00 PM
From: Kenneth E. Phillipps	Read Replies (1) \| Respond to of 21876

I posit that the ONLY place where NT is beating LU (and here it is beating LU like a drum) is in selling 10Gbps optical TDM* to new build carriers.* Optical TDM? I hadn't heard that phrase before. Are we talking about SONET OC-192? "new build carriers" like QWEST who wants to sell long distance?

To: Mr.Fun who wrote (14563)	4/27/2000 6:13:00 PM
From: zbyslaw owczarczyk	Read Replies (3) \| Respond to of 21876

Mr.Fun 3. Now lets consider LU's quarter. 18% YoY growth vs. a year ago quarter where growth was 35%. This is known as "a difficult compare". To borrow a disingenuous trick from the bear side, let's subtract the "$800M in deferred revenue that was supposed to have appeared in December 98". That gives us 31% YoY growth for the quarter. In Q1,1999 ASND was not part of LU. So if you look at LU business without ASND it grew much, much less then 18% YoY. Please explain, if I am missing something Regards Zbyslaw