Lucent Technologies (LU) Message Board

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Technology Stocks : Lucent Technologies (LU)

LU 2.745

-2.8%

Nov 12 3:59 PM EST

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To: Mr.Fun who wrote (12548)	1/21/2000 12:42:00 PM
From: Wyätt Gwyön	Read Replies (1) of 21876

Right now JDSU + ETEK market cap about 83BB--almost precisely half of LU's...I am wondering to what extent the JDSU-led consolidation of the FO-components sector may put system makers like LU "over a barrel"; relative valuations based on the metric of your choice (runrate PE, PS, etc.) would imply this is the market's thinking. On the one hand, optical systems sales are "constrained" due to supply problems; OTOH, suppliers are "consolidating". What is LU's (and NT's) recourse, if any?

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