Lucent Technologies (LU) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Lucent Technologies (LU)

LU 2.650

+0.4%

Dec 26 9:30 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Stock Farmer who wrote (19779)	4/1/2002 11:16:54 AM
From: David Hansen	Read Replies (1) of 21876

John, I agree with you completely. I also think that we will only see recovery among the vendors who can thrive in a flat capex spending environment. That is why a favor Lucent. The restructuring should be getting them to a favorable cost basis to the business. If they show margins in the 20s this quarter and continued top line growth I think you might even believe it too... You comment about non-traditional suppliers is also key. If we see a shift in buying patterns - all bets are off. I think the RBOCs are more risk averse than most so you should see stronger traditional growth and the CSCOs and JNPRs of the world will have a tougher time in this sector until/if capex growth returns.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next