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To: chic_hearne who wrote (43678)11/21/2000 8:42:44 AM
From: t2  Read Replies (3) | Respond to of 77400
 
I think you are wrong. Cisco and NT are going up.
Everyone knows Lucent does not really count anymore.
Even if they did, it is just a revenue recognition issue that appears to be small in dollar terms.

Would anyone consider a future revenue miss from Lu as indicative of any industry problem? They have been warning for a while now.

Of course negative news out of NT or Cisco would do a lot of damage.