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Technology Stocks : SDL, Inc. [Nasdaq: SDLI] -- Ignore unavailable to you. Want to Upgrade?

To: sam who wrote (2942)	10/10/2000 5:59:01 PM
From: pat mudge	Respond to of 3951

LU's preannouncement is like a kick in the stomach. The Nasdaq was already down for the count and didn't need any more bad news. On a brighter note, MOT met expectations: biz.yahoo.com H&Q were expecting $0.26 and they made $0.26, right in line. I suspect conference call guidance will determine how the market responds. For those interested: corporate-ir.net That's 5:00 a.m., my time --- fortunately I'm still suffering from jetlag and will probably be on my second cup of coffee by then. :) Pat

To: sam who wrote (2942)	10/10/2000 6:26:59 PM
From: Gerald Walls	Read Replies (1) \| Respond to of 3951

I'd assume SDLI will open in the 280s tomorrow. The "good" news is only small lots going by now. Still a lot of fear out there. Briefing.com sez: Lucent Tech (LU) 31 3/8 -15/16: -- Update -- Company warns for Q4; sees $0.17-0.18 EPS versus the consensus estimate of $0.27. Sees revenues of $9.3-9.4 bln. Lucent Tech (LU) 31 3/8 -15/16: -- Update -- Lucent cites three factors for the warning: lower than expected revenues and margins in the optical systems business, higher reserves for bad debt in the emerging service provider market, and larger than expected decline in circuit switching business. Of these, the first and third have been problems for Lucent all year and appear to be company-specific, but the second is something that recently hit Ciena (CIEN) as well and could be a factor for other optical equipment vendors. Lucent Fallout : Some significant Lucent suppliers are being hit in after hours trading, changes vs close: JDSU -4, GSPN -2, PLXS -2 5/16. More Lucent Fallout : Other optical equipment vendors also getting hit most likely due to Lucent's increase in reserves to cover potential bad debts from service providers, changes vs close: NT -3, CSCO -1, CIEN -6, CORV -2 1/4, SCMR -2 3/8.