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 2.645

-0.2%

11:40 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: t36 who wrote (1271)	1/21/1998 8:03:00 PM
From: Capitalist	Read Replies (1) of 21876

Yes, I saw the interview on Squawk Box this morning, and I agree, he did a very good job. What I found most interesting was when he was asked if the RBOCs are really cutting down on their spending. He said it was more of a company thing rather than the an entire industry slow-down. He explained it as this: the small players may feel that RBOCs are cutting spending because equipment buyers aren't buying single boxes anymore. Most now choose to buy entire networks, this was where LU came in. IMO, he made it very clear that LU did not experience any type of slowdown, when he was asked several times by a Soundview Analyst if they showed any signs of one. Overall, he gave the impression that LU is in a very strong position and they will continue to perform very well. The only weakness he spoke of was soft sales of DSP's in their Microelectronics segment which he did not seem concerned with in the least, because overall, he stated that their Microelectronics segment grew by 18.5% percent (may have been 15.5%, can't quite remember that one). Regards, Serry Habash

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next