Waiting for the big Kahuna Message Board

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Strategies & Market Trends : Waiting for the big Kahuna

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To: Haim R. Branisteanu who wrote (31581)	10/14/1998 9:12:00 PM
From: Haim R. Branisteanu	Read Replies (2) of 94695

Again quiet on this tread!! Some quotes to think about. Hewlett-Packard Company (HWP) 49 3/4 -1 13/16: company's CEO warned that a significant slowdown in the 2nd-half of 1999 is likely; says expects Year 2000 situation to have impact on hardware group... for telling the truth the stock get punished by 10% On the other hands the spin meister WS brokerage firms who needs LU business lies. More important the contradiction is between the lines Lucent Technologies Inc. (LU) 67 13/16 +3 3/8: CIBC Oppenheimer initiates coverage of telecommunications equipment maker with "buy" and a price target of $75; provides relatively high visibility in revenue and earnings per share growth due to long term contract commitments, product line breadth and significant operating leverage; expects gross margin to decline, however, due to aggressive pricing in the industry and company's focus on gaining market share; ( e.g. giving steep discounts - lower profits )stock deserves premium valuation relative to the market based on expanding market, outlook for above average revenue and earnings growth visibility..... and the stock moves up 10% (from 64 to 69 1/2) Those two statements actually say the same - a slowdown and lower earnings per share. I still must figure out how net profit grows at a time that gross margins shrink due to competition. Or may be I am missing soem details??? It is obvious that CIBC Openheimer needs some M&A work from Lucent and I suspect I know which company they are targeting. (speaking of neutrality of stock recomandations) BWDIK Haim

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