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

To: BWAC who wrote (20831)	9/17/2002 4:52:40 PM
From: matt gray	Respond to of 21876

The linkage between the manufactures and the operating companies is undeniable. The operating companies can't turn the capex spigot off even if they wanted to. Since Lu has VZ sole source on 5ESS gear as an example. ....lucent says "Better buy our DDM gear or we obsolete our 5ESS parts" Many believe the survival of LU is a national security issue. Perhaps the biggest wildcard in all of this will be political. At some point we'll see some form of government pump priming under the guise of "improved communications to fight the war on terrorism" or some other method of moving money into the company coffers. After all micheal powell is colin powell's son. Gotta believe the chairman of the FCC gets free airplane tickets to the ranch in texas.

To: BWAC who wrote (20831)	9/17/2002 5:41:15 PM
From: DiB	Respond to of 21876

>Sad as it is, IF Lucent intends to be a going concern they must shut about half their capacity down permanently and unemployee 50% more of their workforce. I think they will let 15K go bringing the headcount to about 35K... What this will mean to Bell Labs?

To: BWAC who wrote (20831)	9/17/2002 7:15:09 PM
From: sylvester80	Read Replies (1) \| Respond to of 21876

Lucent is woefully behind of shaving costs Which of the companies that mainly sell to carriers like Lucent is ahead? You seem to know. Please share. From where I can see, Lucent, Nortel, Alcatel even Siemens are all in the same boat. Go take a look at today's Alcatel warning.