Lucent Technologies (LU) Message Board

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Technology Stocks : Lucent Technologies (LU)

LU 2.820

0.0%

Nov 7 9:30 AM EST

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To: Kenneth E. Phillipps who wrote (14552)	4/26/2000 9:21:00 PM
From: Joe S Pack	Read Replies (1) of 21876

Here is a small snippet to ponder from the Motley Fools Rule maker article on JDSU's current quarter earnings number. fool.com It should also be noted that during the quarter, 22% of JDSU's sales were to Lucent (NYSE: LU) , which was unchanged from last quarter, and 16% were to Nortel (NYSE: NT), up 2% from last quarter. Due to Lucent's recent announcement that it will be outsourcing more of its manufacturing activities, I wouldn't be surprised to see its reliance on JDSU to actually increase in the future. However, due to the overall growth of JDSU's business, this may not lead to Lucent becoming a bigger portion of JDSU's overall sales base. I know SDLI is one of other sources for LU. To Mr. Fun: How much is from LU's own manufacturing fabs? Any idea? -Nat

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