Silicon Investor (SI) -- The First Internet Community

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) -- Ignore unavailable to you. Want to Upgrade?

To: Mr.Fun who wrote (8778)	7/22/1999 5:05:00 PM
From: Mark Duper	Read Replies (2) \| Respond to of 21876

I thought you were the best ?? <g> ...(and in my opinion, the best networking analyst, by far)... Sup.

To: Mr.Fun who wrote (8778)	7/23/1999 12:13:00 AM
From: Techplayer	Read Replies (1) \| Respond to of 21876

Mr. Fun, You spent an amazing amount of time compiling your information. for now, I will summarily agree (more time Monday). In general i agree. Have a great weekend, Brian

To: Mr.Fun who wrote (8778)	7/23/1999 11:47:00 PM
From: Jack Whitley	Respond to of 21876

<<4. Guidance is explicit and strong. Sales growth: 18-20%, FY2000 earnings: $1.52-$1.55 (~28-30% growth), Balance sheet: 5-10 days improvement in AR DSOs next quarter, steady state in the low 80s. I believe the company is sandbagging and already knows it can beat all of these targets easily.>> I agree with this 100%. These are professional managers, there is no way they are going to even cut it close regarding expectations. <<5. Opportunities abound. The company says it is in negotiation with 8 other major carriers for its Softswitch product for Voice over IP. No one has a comparable product - Cisco's Virtual Switch Controller is on indefinant delay. The company is selling DWDM and SONET gear as fast as it can make it. Wireless is growing at a better than 40% rate for the last 2 quarters at a time when key rivals Ericsson, Motorola, and NT can barely muster 10% growth.>> This is really exciting, LU deriving a growing percentage of revenue from software, and more importantly, software that doesn't crap out at gigabit-plus speeds. How many more companies are making that now. jww

To: Mr.Fun who wrote (8778)	7/24/1999 12:20:00 AM
From: gc	Read Replies (1) \| Respond to of 21876

Hey, Mr. Fun, I like you optimistic attitude. I hope you are right. But, then why did the stock go down three days in a row for 13 points? Is something wrong there? gc, very long in LU