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

To: Kenneth E. Phillipps who wrote (21159)	1/23/2003 7:04:52 PM
From: David Hansen	Read Replies (2) \| Respond to of 21876

NT did impressively but.... projected flat sales for Q1 vs Q4... LU has projected a 20% increase. NT is already at 39% margins with revenue up 7% Q/over/Q... LU generated about the same loss with sales down Q/over/Q and margins only at 31%... I think once again, LU is about to surpass NT and flip the tables for the next 6 months or more... With that said, it really doesn't matter. These two companies are both going to survive - NT has more of a data networking flair to it than NT while LU certainly has more large carriers. Outlook is uncertain in both of these camps... nothings a sure bet until their customers turn the corner. My gut tells me that LU has more gas in her tank because there aree still reasons to think that margins will continue their dramatic improvement where NT never saw margins over 40%....