Lucent Technologies (LU) Message Board

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Technology Stocks : Lucent Technologies (LU)

LU 2.890

+2.5%

Nov 10 3:59 PM EST

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To: Mr.Fun who wrote (14430)	4/25/2000 5:29:00 PM
From: telecomguy	Read Replies (1) of 21876

Mr. Fun you have to admit that there is a problem in the hen-house when it's nearest competitor NT is growing it's revenue by 48% YOY as per today's earnings report. How can NT grow their top numbers at that rate when LU is growing at 18%? Is NT not still driving a truck through LU or are you going to continue to claim that NT is getting their revenue growth from non-LU customer base..........and if so, since when was it that NT's new customers are not potentially LU's customers as well? Am i missing something here or is NT not clearly outperforming the venerable LU? At this rate, NT will overtake LU for total revenue in not too distant future and wouldn't it be surprising when NT CONTINUES to grow at a higher rate even once it surpasses LU in total absolute revenue/market share? (NT's bookings this quarter again exceeded their revenue meaning they are continuing to build on their backlog -- one of the reason why they upped their guidance numbers for revenue growth on a going forward basis). NT is clearly executing better than LU right now at this critical juncture in time when there are major technology shifts being implemented by the carriers..........

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