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

To: sylvester80 who wrote (19766)	3/30/2002 7:02:05 PM
From: marvin litman	Respond to of 21876

In his article he also mentioned Time Warner Cable (TWTC). This company seprate from Time Warner ( they have a 30% interest in the company) TWTC lays the last mile to the customer. Is any one familiar with the company and their future. It seems to me with the added broadband they will do well. They concentrate on commercial busines.

To: sylvester80 who wrote (19766)	3/31/2002 9:47:49 AM
From: elmatador	Respond to of 21876

Is Ciena cutting the workforce gearing up to supply those boxes? Unlikely. Ciena Corp. yesterday laid off an additional 650 people, or 22 percent of its workforce, because of dramatically slower sales in the fiber-optics sector. Every big telecom vendor will targeting "..focusing on sales to older, richer companies like the regional Bell companies and AT&T Corp. It's going to be a cut throat market for these boxes.

To: sylvester80 who wrote (19766)	3/31/2002 9:50:37 AM
From: elmatador	Read Replies (1) \| Respond to of 21876

JDS "don't know with certainty where the bottom will be," said Anthony Muller, JDS Uniphase's chief financial officer. "Once we hit the bottom, then we can begin to anticipate what will happen on the way up." So they are not saying the second half of this year is going to pick up and they will be selling all those boxes. Additional consolidations and cuts are possible, including layoffs, company officials said.

To: sylvester80 who wrote (19766)	3/31/2002 9:51:43 AM
From: elmatador	Read Replies (2) \| Respond to of 21876

If the box market would be so promising why "Chromatis was a centerpiece for Lucent's new initiatives in making high-speed fiber-optic equipment..." but LU closed it down?

To: sylvester80 who wrote (19766)	3/31/2002 10:29:42 AM
From: elmatador	Read Replies (1) \| Respond to of 21876

No recovery on horizon for telecoms. March 28th. <http://www.sunspot.net/technology/bal-bz.recover28mar28.story?coll=bal%2Dbusiness%2Dheadlines> Baltimore Sun (Mar 28, 2002). Full story underneath. Experts don't see an immediate spark to ignite a turnaround in telecommunications, unless a change in legislation calls for increased spending in broadband. "We need to see a turnaround in capital spending, that would help definitely," Anderson said. "A lot of analysts are saying corporate profitability will not turn around until midyear." As if the industry needs more problems, the Securities and Exchange Commission is investigating the accounting practices and certain transactions of a number of telecommunication companies. "It is a mess," said Challenger. Copyright © 2002, The Baltimore Sun <http://www.sunspot.net>