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

To: Stock Farmer who wrote (19779)	4/1/2002 11:16:54 AM
From: David Hansen	Read Replies (1) \| Respond to of 21876

John, I agree with you completely. I also think that we will only see recovery among the vendors who can thrive in a flat capex spending environment. That is why a favor Lucent. The restructuring should be getting them to a favorable cost basis to the business. If they show margins in the 20s this quarter and continued top line growth I think you might even believe it too... You comment about non-traditional suppliers is also key. If we see a shift in buying patterns - all bets are off. I think the RBOCs are more risk averse than most so you should see stronger traditional growth and the CSCOs and JNPRs of the world will have a tougher time in this sector until/if capex growth returns.

To: Stock Farmer who wrote (19779)	4/3/2002 1:05:23 PM
From: elmatador	Read Replies (1) \| Respond to of 21876

Merrill says avoid optical networking stocks By Reuters staff 01 April 2002 Market predicted to fall to $19.9bn this year. Merrill Lynch said on Monday it continues to believe that investors should avoid the optical networking market, which it expects to decline another 20 percent this year after falling 18 percent last year. Analysts Tal Liani and Simon Leopold said in a research note that the market will drop to $19.9 billion this year, and perhaps will not recover until late 2003 or early 2004. They reiterated an intermediate-term "reduce/sell" rating on Ciena Corp., and "neutral" rating on Lucent Technologies Inc., Nortel Networks Corp., Alcatel, ADC Telecommunications Inc., Tellabs Inc., Corvis Corp. and Sycamore Networks Inc.

To: Stock Farmer who wrote (19779)	4/16/2002 5:51:25 AM
From: elmatador	Respond to of 21876

John, Groundhog says: Still some more months of "Winter". Sorry folks. news.ft.com "(RBOCs) high-speed DSL services have lost market share to cable modems. Broadband connections also cannibalise the Bells' existing phone lines, discouraging them from driving as hard to extend the reach of the service. The number of access lines began to decline a year ago, after a peak annual rate of increase of about 5 per cent in the late 1990s. However, the erosion in access lines reflects more than just the economic cycle. With wireless services and broadband connections becoming more prevalent, many Americans have been giving up their extra phone lines at home.