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To: techanalyst1 who wrote (10843)	3/14/2002 11:22:28 PM
From: Bill Harmond	Read Replies (1) \| Respond to of 57684

>>If Toy wants to renegotiate and they have an "out", what can amazon do about it? I think it's a 10-year deal. As far as another player, Amazon already works with Target.

To: techanalyst1 who wrote (10843)	3/14/2002 11:23:34 PM
From: Bill Harmond	Respond to of 57684

Briefing today:Lehman on telecom : Lehman issued a broad survey of the telecom industry this morning, detailing how the industry is undergoing a massive restructuring. In telecom svcs, sees FON and Q as most exposed; in wireless, sees AWE and PCS as survivors and NXTL and Voicestream at most risk; cuts ests on towers, and downgrades AMT to BUY from Strong Buy and SITE to MKT PERFORM from Buy; long-haul providers LVLT and TWTC will be hurt by consolidation of purchasing power; in wireline equipment, TLAB and NT at risk of lowering Q1 forecasts and TKLC, ADCT, and LU best positioned from customer perspective; prefers handset exposure in NOK and QCOM; in data networking JNPR is most exposed, prefers CSCO.