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To: Shelia Jones who wrote (3072)	9/17/1998 10:59:00 PM
From: SJS	Respond to of 14427

Yes Sheila, thannks. I did knnnow that. There is speculation that once LU clears the 1 year threshold, they are free to make acquisitions, and will begin doing so. Speculation is ASND, but I think that was dashed today with ASND and ALA getting cozier... They need something in the networking space to take on CSCO. Note that CS (Cabletron Systems) has been moving up.. Hmmmmmm.

To: Shelia Jones who wrote (3072)	9/17/1998 11:06:00 PM
From: Lucretius	Read Replies (1) \| Respond to of 14427

I'm actually underweight US gold stocks. I prefer the South Africans because of their lower valuations and higher dividends ASA and AU are my favorites. -Lucretius

To: Shelia Jones who wrote (3072)	9/17/1998 11:16:00 PM
From: waverider	Read Replies (1) \| Respond to of 14427

When LU was split off of AT&T, part of the deal was that LU would NOT not acquire other related businesses for a particular time period. I think the period ends in October or November. <H>

To: Shelia Jones who wrote (3072)	9/18/1998 6:31:00 AM
From: Snowshoe	Read Replies (2) \| Respond to of 14427

Shelia, Lucent's (two-year?) limitation on using the "pooling of interest" accounting method for acquisitions is about to expire. When this happens LU will be able to swallow much bigger fish because it can use its stock to buy other companies, instead of cash. Just got my first demo of a cable modem today. Knew all along it would be awesome, but hadn't realized it will be available here November 1st. Local cable company laying new undersea fiber line south to Seattle, and fiber has been installed along the Alaska RR to Fairbanks. This type of expansion here and in the rest of the country should drive demand for a lot of internet backbone gear. -Greg