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 (11057)	11/11/1999 10:41:00 PM
From: hitesh puri	Read Replies (3) \| Respond to of 21876

Cisco's shareholder meeting yesterday was also a "Rah Rah" meeting. Compared to the ones I have been to like Ascend and 3Com this one was so basic. The reason might be that 75% of the attendees were between the late 40's or early 60's. Someone actually asked as to why they never talk about their product strategy or new product lines as compared to other companies. A PE of 60+ for NT also had me perplexed. Cant figure out who was buying in the 70's and with what target in mind. -Hitesh

To: Mr.Fun who wrote (11057)	11/12/1999 1:56:00 AM
From: Drake	Respond to of 21876

OT -- Mr. Fun, please send me a private message and let me know 'if' and 'how' I can correspond with you privately. I have a very important question to ask you. Wishing you well, dc

To: Mr.Fun who wrote (11057)	11/12/1999 11:16:00 AM
From: Mighty Mizzou	Respond to of 21876

There is still a little December quarter grumbling going on How many times does McGinn have to prove himself? WS throws money at CSCO no matter what the price or product roadmap (sad) yet the technological leader by a thousand miles seems to have to prove itself every quarter. What are the grumblings about? On second thought dont answer that. I dont want to know what lesser minds are thinking. Ill just keep buying. Thanks for checking in Fun. Always appreciated.

To: Mr.Fun who wrote (11057)	11/12/1999 3:11:00 PM
From: A. Edwards	Read Replies (2) \| Respond to of 21876

DLJ continues to downplay the stock: Nov. 12, 1999 Donaldson, Lufkin & Jenrette Lucent held an upbeat analyst meeting where management reiterated its year 2000 targets of growing sales 3-5% faster than the 14% growth of the overall market while operating income and EPS grow at a modestly faster pace. The company expects the strong growth in optical systems, wireless, professional services, software and microelectronics to offset slower growth in traditional central office switching and enterprise systems. That target is a couple of percent ahead of our longer term growth rate expectations of mid teens growth. While both our mid teens and the company's 17-19% sales growth forecast are impressive for a $38 billion company, we believe that higher growth at lower multiples can be obtained from the more niche oriented companies that are enjoying the strong growth of the optical, access or IP switching/routing markets without exposure to the more mature telecommunications technologies. We believe these companies, rather than Lucent, will be gaining share longer term. If not, dinner is on us. We continue to rate the shares market perform.