Lucent Technologies (LU) Message Board

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Technology Stocks : Lucent Technologies (LU)

LU 2.495

-2.5%

10:45 AM EST

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To: The Phoenix who wrote (10647)	10/25/1999 1:59:00 PM
From: Mr.Fun	Read Replies (1) of 21876

Actually, it is completely accurate for most of LU's business units - e.g. CO switching, wireless, optical, PBX. Equipment is billed after installation and acceptance testing. It is by far the most conservative policy in the industry. (Data com, semiconductors, cable/fiber do bill on shipment) This gives LU extraordinary visibility into future quarters - essentially it schedules the customer acceptance process, and in doing so, schedules revenue recognition as well. This is not well understood by wall street.

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