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 : JDS Uniphase (JDSU) -- Ignore unavailable to you. Want to Upgrade?

To: SJS who wrote (7040)	3/2/2000 9:22:00 AM
From: Kent Rattey	Respond to of 24042

lightreading.com

To: SJS who wrote (7040)	3/2/2000 9:26:00 AM
From: Lee	Respond to of 24042

Steve,..Re:If I were a shareholder, I would want to have them unlock the optical unit for increased value to me. That looks like what they're doing but they're keeping the high growth part central and spinning off the so-so growth. Below is part of the release and link. Lucent Technologies Plans to Spin Off Its PBX, Business Cabling and LAN-Based Data Businesses to Shareowners biz.yahoo.com The spinoff, which was approved by Lucent's board of directors, is expected to be accomplished through a tax-free distribution of shares to Lucent's shareowners. Lucent anticipates the spinoff should be completed by the close of its fourth fiscal quarter of 2000, which ends Sept. 30. ``With this move, Lucent will focus on extending its leadership in the highest growth areas of communications networking,' said Lucent Technologies Chairman and CEO Richard McGinn. ``By spinning off our PBX, SYSTIMAX cabling and LAN-based data businesses, we are sharpening Lucent's focus and creating another leading company to serve business customers.' ``Lucent will concentrate greater resources on fast-growing areas like optical networking, Internet infrastructure, wireless, semiconductors, optoelectronics, Web-based enterprise solutions linking private to public networks, and professional design and consulting services for service providers and enterprises,' McGinn continued. Cheers, Lee

To: SJS who wrote (7040)	3/2/2000 9:57:00 AM
From: cfoe	Respond to of 24042

LU said they were splitting off their slower growing divisions into one company and would be concentrating on their higher growth businesses. Either way you get the same result - a major "downsizing" of the "old" giants, the legacy companies. Interesting aside - this is predicted by Christensen as a natural outgrowth of his disruptive innovation research. Only I did not see the spinoffs as a form of this until now. Also Geoffrey Moore's new book is going to make this same prediction (from a talk I heard him give).