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

To: blankmind who wrote (17717)	2/19/2001 9:12:23 PM
From: Ian@SI	Read Replies (2) \| Respond to of 21876

In its most recent 10K, LU claimed that 4% of more than $33.8B was services. So if you take out 4%, they still need to do $110M of new business every day of the year And even if we took your 50% estimate which appears to be unbased on any supporting evidence, they still need to generate more than $55M of new business each and every day just to have no growth. The ADSL contract isn't even a rounding error. If you listen to Roth and Chambers, the US is in an all out recession. Period. LU is going to warn. Ian. PRODUCT AND SERVICE REVENUES FOR THE YEAR ENDED SEPTEMBER 30, 2000 <TABLE> <S> <C> Core Networking Systems..................................... 56% Wireless Products........................................... 18% Microelectronics............................................ 11% NetCare Professional Services............................... 4% Other....................................................... 11% </TABLE>