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Technology Stocks : Lucent Technologies (LU)
LU 2.520-1.4%Nov 26 3:59 PM EST

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To: DiB who wrote (21301)6/24/2003 6:06:12 PM
From: verdad  Read Replies (2) of 21876
 
Thanks for your reply. $2B revenue per qtr sounds like a lot of business in this environment. Should be interesting to follow.

Intuitively, it would seem like there would be less and less wireless networking business (as most areas have already been built out). Upgrades will always continue, but overall, the total volume of business should be less than back when there were virgin, undeployed, high market potential, metropolitan areas globally available. 3G is still "we'll see".

However, hopefully LU has some other exciting product markets in the hopper. They do make a lot of the WiFi cards and ports. Wonder if there are other potential growth areas besides CDMA and WiFi? If Flarion holds all the cards for OFDM, that wouldn't be good.
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