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

To: Techplayer who wrote (15582)	7/27/2000 11:33:43 AM
From: Georgeb	Read Replies (1) \| Respond to of 21876

Long term, the wireless play can only be up. The third generation of cellular is being deployed within a year in Europe, Asia and the Americas. Nokia should recover with the sales of the new technology handsets, and the deployments of the new infrastructures. I believe that the weakness reported by all the handset manufacturers is due to the low margin market that evolved when everyone high and low started making handsets for the existing cellular technologies. The fact that the next generation is different in terms of capability will make this a new high margin market, and Nokia and Ericsson will (IMO)do well. This applies also to Nokia's and Ericsson's infrastructure plays. These opinions are not based on a financial analysis of the companies, but simply what I know is happening in the industry in the near future (within a year). Lucent should be positioning themselves to participate in this expected boom. God only knows if they have.