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Strategies & Market Trends : Anthony @ Equity Investigations, Dear Anthony, -- Ignore unavailable to you. Want to Upgrade?

To: mcweazy who wrote (63464)	11/25/2000 2:23:08 PM
From: Petrol	Read Replies (1) \| Respond to of 122087

mcweazy, Do you have a link for the Cien story about earnings shortfall? Thanks, Stickupman

To: mcweazy who wrote (63464)	11/25/2000 7:29:43 PM
From: StockDung	Read Replies (1) \| Respond to of 122087

Equipment Makers Like Lucent Face Bad-Debt Risk, WSJ Reports New York, Nov. 24 (Bloomberg) -- Lucent Technologies Inc., Ciena Corp. and Cisco Systems Inc. are among a group of equipment makers that must worry about bad-debt risk because of loans to customers, the Wall Street Journal reported in its ``Heard on the Street'' column. The companies, which make equipment used by telecommunication and Internet companies, not only must worry about slowing sales, they also must worry about collecting on their previous sales, the paper said. Five percent of Lucent's sales last year came from transactions it financed, the paper said. The company's commitments to customers soared to $7 billion as of Sept. 30, $1.6 billion of which is loaned, the paper said. Investors have become increasingly aware of how loans to customers have boosted revenue, and they worry that some financed sales may generate little if any actual cash because the customers may not be able to pay, the paper said. (WSJ 11/24 B1) Nov/24/2000 8:22 ET