Lucent Technologies (LU) Message Board

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Technology Stocks : Lucent Technologies (LU)

LU 2.890

+10.3%

Feb 6 9:30 AM EST

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To: Clay Takaya who wrote (9426)	9/9/1999 11:56:00 AM
From: Mr.Fun	Read Replies (2) of 21876

Actually, LU is down on a negative note written by Robbie Stephens on the PBX business. However, LU does not need to get very much out of its PBX business, given 30%+ growth in Optical, wireless, software, carrier data and 25% growth in micro and 5ESS. PBX is only 15% of total sales (including call centers). IMHO anyone who was counting on PBX doing anything more than mid-single digits growth is crazy - enterprise spending is very tight right now. Recent reports have shown LU gaining share in office telephone markets - if LU suffers, NT will be in even worse trouble. Word on this quarter is truly excellent for anyone who bothers to check with customers. Furthermore, word is out that LU will improve accounts receievable and inventories more than anyone had expected. This will drive the stock big time, as the key bear arguement remains that the build in working capital is masking other problems. LU will not be buying COMS. I am extremely confident that this will not happen. I do not believe that most of the street is buying that rumor either.

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