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

To: William Hunt who wrote (5732)	1/21/1999 5:31:00 PM
From: Tom_	Read Replies (1) \| Respond to of 21876

$1.8 January Revenues, So Far? Many thanks, Bill. I'm assuming that the $1B+ "already-booked" figure LU gave out for January does not include this $800M. So this now gives us $1.8B+ for January so far. Assuming that is the case, my question to the thread from a previous post still stands. LU needs $2.668B a month this quarter ($8B total) to make the 30% Y-T-Y revenue increase they have just predicted. A $2.668B January seems more doable with this 800M added. (And for all we know "$1B+" really means $1.999B.) But what about February and March, with, presumably, no such crutch? Adding the $800M to the old 1Q results gives $10.004B, which is a 15% Y-T-Y increase. How come that suddenly jumps to 30% this quarter? No ax to grind here; I'm just trying to decide whether to nibble now, or wait. Thanks again, Tom (no LU position, yet)