Agere Systems A (NYSE:AGR.A) Message Board

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Technology Stocks : Agere Systems A (NYSE:AGR.A)

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To: EL KABONG!!! who wrote (6)	8/14/2002 11:45:12 PM
From: OWN STOCK	Read Replies (1) of 11

Kerry: Wow, the thread is not dead afterall! I agree with your disposition proposition, I did some back of the envelope, and it looks like the cash flow in the optics portions of Agere is negative to the tune of about $150-200M per quarter, net of sales. That's a bad bleed rate, considering the most optimistic sales next year might be $250M, and the year after that $400M. Sigh. Personally, I would whack the operation back and keep it going, albeit on a shoestring. Optoelectronics will recover. But over the years, I have seen Allentown (the town) abandon almost every one of the technologies that they pioneered. They seem to be unable to run their businesses in a sustainable way. Its not like the market for those products or technologies disappeared, they just got competitive. I had chills driving by the miles of abandoned Bethlehem Steel works buildings. Iron Oxide into Iron into Iron Oxide. Now I wonder if there will be a tour of the old Allentown building. SIlicon Oxide into Silicon into Silicon Oxide? ..or was that first one Germanium? It seems it is much harder to shrink a business when needed than it is to grow one when needed. You got to be able to do both just as well to survive. -Own

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