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

To: blankmind who wrote (17709)	2/19/2001 1:43:11 PM
From: Ian@SI	Read Replies (2) \| Respond to of 21876

I wouldn't get too excited just yet. Deal is probably worth less than $10M. It's for an unspecified delivery time. Under SAB 101, revenue recognition may well be deferred for a new product. And to stay a $30B company, LU would only need to announce another 3000 deals of this size or about 10 a day every weekday for the year. i.e. Anything less than $100M worth of orders daily leads directly to a shrinking LU.