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: William Hunt who wrote (9778)	10/3/1999 4:30:00 PM
From: Bindusagar Reddy	Respond to of 21876

Bill, thanks for your input. LU will increase earnings several ways. 1. Revenue growth. SHould accelerate over the next 12-18 months. 2. Margin expansion, as a result of software sales and high margin Ascend equipment 64% gross margins. Improved operating efficiencies. Small increments in gross margins will have dramtic effect on EPS beacuse of sheer size. 3. Improved inventory turnovers with continuing decline of DSO rsulting in better capital management. Above all Bell labs will produce future products that nobody has imagined. Remember this is not a colored water(Coke) company. This is a knowledge based company with intellectuals. All 21 st century succesful companies would have one thing in common. That is "knowledge and ability to create and innovate". The reason likes of Buffett will underperform the market is failing to invest in knowledge based companies like LU, CSCO, MSFT. These are the future companies. People like Olsten will be remembered for their stupidity. Good luck Bill. BR