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Technology Stocks : LU: Long-term Prospects -- Ignore unavailable to you. Want to Upgrade?

To: Don Dorsey who wrote (34)	4/24/1998 9:39:00 AM
From: RavBruce	Read Replies (1) \| Respond to of 82

This is from Jubak, an analyst at Microsoft Investor that I find is often insightful. He has a discussion about the cockroach effect: if a company announces one strong earning suprise, it will probably have a few more. Lucent fits the bill. See this passage and I will give the full site. "Looking at a company's business fundamentals also gives me clues about how far to ride an already very hot stock. On April 21, Lucent Technologies added a 36% surprise to the 13% it recorded last quarter. With the stock already trading at a price-to-earnings ratio of 206 and showing a relative strength of 97 over the last three months, is this a stock to buy or one that's already peaked? The dip from a relative strength of 98 over the last six months to 97 is probably insignificant, but still . . . The fundamentals tell me that I should expect more cockroaches -- the good kind. Lucent's gross margins rose 2 percentage points in the most recent quarter. The products resulting from recent deals such as the 1997 acquisitions of Livingston Enterprises and Octel Communications are still working their way through the pipeline. After October, Lucent will be free to make larger acquisitions (according to the terms of its spinoff from AT&T), and that should add new products. It's enough to make my skin crawl -- in the nicest way, of course." investor.msn.com Bruce

To: Don Dorsey who wrote (34)	4/26/1998 1:26:00 AM
From: Don Dorsey	Read Replies (1) \| Respond to of 82

TCS Awarded Phone System Contract for Anne Arundel County Business Wire - April 24, 1998 11:07 ANNAPOLIS, Md.--(BUSINESS WIRE)--April 24, 1998-- Contract PBX Sales & Service Available to All Maryland Municipal Agencies TeleCommunication Systems Inc. (TCS) announced Friday that it was awarded a contract valued at up to $1.1 million from the Anne Arundel County Public School system to provide Lucent Technologies telephone systems plus installation and support services on an as-needed basis. Under this contract, community colleges and municipal governments throughout Maryland as well as AA County secondary schools can order these systems and services from TCS. The award is for a two-year contract with two option years. A certified Minority Business Enterprise (MBE), TCS qualified for the contract because the company is an authorized reseller of Lucent's line of Business Telecommunications Systems. TCS sells, installs and maintains Lucent systems including Private Branch Exchange (PBX) switching systems and associated peripherals. The company also offers installation, maintenance and special value-added services for the Lucent PARTNER(R), MERLIN(R) LEGEND and DEFINITY(R) communications systems, the CONVERSANT(R) Interactive Voice Information Systems and the INTUITY(TM) AUDIX(R) Voice mail and Messaging System. "This contract offers simplified procurement for AA County schools and any municipal agency in the state that has a need for telephone systems and services. It also has the advantage of offering products from Lucent Technologies, the industry leader for quality communications equipment," said Roger A. Simpson, director, TCS Business Communication Systems. "TCS offers advantages that include a long history in Anne Arundel County and in communications systems technology and services." Founded in 1987, TCS is a privately owned company that excels at enabling the convergent technologies of voice, video and data. TCS develops Intelligent Network applications, provides Information Technology business solutions and offers consultative Technical Services to government and commercial customers. TCS is headquartered in Annapolis. The company's web site is located at tcsnet.net.