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

To: DiB who wrote (20786)	9/13/2002 3:52:18 PM
From: scratchmyback	Read Replies (3) \| Respond to of 21876

DiB, customer financing default (by LEAP?) is one thing, but I think one customer default cannot be the only explanation for Lucent´s revenue miss. What I was trying to suggest was that Verizon might have delayed its CDMA network expansion because Vodafone (they own 45 % of Verizon Wireless) could still be pushing WCDMA for Verizon. I do know that Lucent has more or less given up all GSM and WCDMA network business, and if Verizon Wireless was to build a WCDMA network after all, Ericsson, Nokia and Nortel would be the most likely suppliers. But all of this is just speculation, of course.