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To: Lizzie Tudor who wrote (10015)	12/13/2001 3:11:02 PM
From: stockman_scott	Read Replies (1) \| Respond to of 57684

15:01 ET Lehman on Telecom Suppliers : Lehman advises investors to continue to avoid telecom component vendors, as channel inventories remain high and carrier spending could be down as much as 30% next year. The following suppliers receive a majority of revs from telecom: AMCC, PMCS, VTSS, JDSU, AGR, XLNX, ALTR; and CSCO, LU, NT, ALA, ERICY have less than 10% revs from either telecom or networking; and BRCM and MRVL have no telecom exposure.