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Technology Stocks : Lucent Technologies (LU) -- Ignore unavailable to you. Want to Upgrade?


To: Kenneth E. Phillipps who wrote (14538)4/26/2000 1:16:00 PM
From: Hagar  Respond to of 21876
 
Has that publication ever been positive?

That article is simplistic crap, thats not to say Lucent doesn't have problems which I believe they do.



To: Kenneth E. Phillipps who wrote (14538)4/26/2000 1:27:00 PM
From: Bill  Read Replies (1) | Respond to of 21876
 
Not a great article to make the point that LU is weakening. A look at the numbers and products would have been more convincing.



To: Kenneth E. Phillipps who wrote (14538)4/26/2000 1:38:00 PM
From: Techplayer  Read Replies (1) | Respond to of 21876
 
Ken, the summary of the article cites that it is an industry issue. Check out www.photonex.com. The company is nearly entirely comprised of former NT employees (founded late last year early this year). Equipe, Astralpoint and Appian are largely populated by recently ex-NT people as well. In a nutshell, articles about a few people leaving one company versus another are full of crap in this market. Lightreading has never posted a positive article on LU. That indicates bias, imo. tp



To: Kenneth E. Phillipps who wrote (14538)4/26/2000 1:39:00 PM
From: telecomguy  Read Replies (3) | Respond to of 21876
 
Pretty compelling evidence that NT's gains are LU's opportunity losses.

(MORE) DOW JONES NEWS 04-25-00

05:03 PM DJ Nortel/1Q Outlook -2: Lucent Results Pale - Analyst

Analysts also believe Nortel Networks Corp.'s (NT) latest results demontrate its lead over Lucent Technologies Inc. (LU).

"Nortel's results make Lucent look pale in comparison," said Michael Urlocker, technology analyst at Scotia Capital.

To back up this view, he highlighted Nortel's success in selling equipment to phone companies in the fast growing U.S. market and Lucent's backyard.

"Nortel reported US telco sales growth of 75% year-over-year, compared to 15% for Lucent; Nortel is cleaning Lucent's clock in the core business of selling equipment to U.S. telcos," Urlocker said.