SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Lucent Technologies (LU)
LU 2.500-0.8%Nov 28 9:30 AM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Mighty Mizzou who wrote (9283)8/26/1999 10:01:00 AM
From: Chuzzlewit  Read Replies (2) of 21876
 
Mighty, I have frequently said that I am long LU. But that does not mean that I must look at the company through rose colored glasses. I think it is important for all investors to be aware of problems as well as triumphs.

One of the peculiarities of the investing community today is the failure to watch cash flow carefully. A good case in point is the cash flow problems with OXHP, when it was flying high ($80). In that case, of course, some of their revenues were bogus and they weren't recording expenses and it showed up in the cash flow. A quarter later the management 'fessed up. I don't think we have a similar situation here. But a turn around in inventory and A/R management will be a cause for jubilation in this quarter.

TTFN,
CTC
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext