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: Joe S Pack who wrote (11588)	12/10/1999 5:54:00 PM
From: Chuzzlewit	Respond to of 21876

From the VTSS thread comes this excerpt from the ML upgrade of VTSS: 3. Inventory build. Some investors are concerned that Lucent is building inventory to protect against Y2K supply-chain disruptions, which could result in an order shortfall during the March '00 quarter as inventory returns to normal levels. Vitesse management indicated that components shipments to Lucent are driven by the company's MRP plan, which means that products shipped to Lucent are replacing products that have been used to manufacture equipment. While it is not clear whether or not finished goods inventory is being built, shipping products based off of the MRP build plan suggests that component inventory is not being built. A review of these issues suggests that concerns regarding business trends at Lucent are overblown. In fact we expect Dec. quarter revenues from Lucent to increase by 12% sequentially to $16.4 million.