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Technology Stocks : ADC Telecommunications -- Ignore unavailable to you. Want to Upgrade?

To: robert freda who wrote (1279)	11/27/2000 12:09:24 PM
From: Tom Hughes	Respond to of 1944

Between 10 and 12% of revenue. According to George Notter of Dutsche Bank Alex Brown, 8% of ADCT's revenue stream comes directly from CLECs and another 2-4% comes from sales to CLECs from indirect distribution channels. See my post below for the excerpt from TWST. Message 14821939 TH

To: robert freda who wrote (1279)	11/28/2000 10:07:25 AM
From: Rainmaker	Respond to of 1944

Hi, Robert. Saw the CN BS idiot also. Info provided is VERY wrong. ADCT is at most 10% into the local exchange market. In fact, if you look at their overall strategy, they are not fully vested into any ONE company for revenues. I believe the max for any ONE customer is around 6%. This strategy of not placing all their eggs in one basket also plays out WRT their product mix and global positioning. As you dig deeper into the company, their factory placement in China and Europe (as well as the US), places these guys in the dominant arenas to "normalize" any slowdowns/currency fluctuations/political conditions/etc. I like this diversification approach. Same argument can be said about their product mix - these guys carry almost everything. If there's slowing in wireless, we push the fiber stuff; fiber is slowing, we push DSLAMS, etc. Looking forward to good numbers tomorrow and positive forward-looking statements. All the best.