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Technology Stocks : Lucent Technologies (LU)

LU 2.415

+1.9%

Nov 21 3:59 PM EST

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To: Bindusagar Reddy who wrote (12266)	1/7/2000 1:29:00 AM
From: bgg	Read Replies (1) of 21876

BR -- I don't think you'll ever see the "retard employees" at CSCO (as you so gracefully called them on the CSCO thread) miss revenue expectations by more than 10%? (!!!) Also, I don't call a CEO explaining the current mess, but also warning of SLOWER growth NEXT quarter is very confident or upbeat. You are naive if you believe that this significant, 3Com-esque (actually worse than 3Com) miss is largely due to LU's inability to meet demand for all of its "hot products." For all the accusations you and MM lay on CSCO as being a big spin machine, this piece of work from LU/McGinn takes the prize. You just don't miss by over $1 billion because in large part you can't meet OC-192 demand. What's the current year's total market estimates for OC-192? LU is covering up significant weakness in its "traditional" businesses.

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