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Strategies & Market Trends : Rande Is . . . HOME
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To: carepedeum2000 who wrote (18156)1/6/2000 11:43:00 PM
From: Proton  Read Replies (1) of 57584
 
Re: LU Sector Collateral: Rifle, Grenade, or Cobalt-Wrapped Thermonuclear?

I believe Lucent's shortfall is due to poor product mix and execution failure. I'm not alone in this line of thought. Herb Greenberg wrote this on TheStreet.com tonight:

...at the core of the issue, my sources say, is that the company's profitable circuit-switching biz -- those big old central-office switching devices -- is slowing. And one plugged-in source says that, in the U.S., Lucent's next-generation networking equipment is losing market share to Nortel Networks. [empahsis added] What's more, as the negative analysts have been saying all along, Lucent's earnings growth was really never all it was cracked up to be. Much of it came from cutting bloated operating expenses inherited from AT&T..

P.

p.s. I am long NT.

p.s. Yes, I've seen the after-hours quotes on NT. Well, no one expects the Spanish Inquisition! :-O
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