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

To: Kenneth E. Phillipps who wrote (14552)4/26/2000 9:21:00 PM
From: Joe S Pack  Read Replies (1) | Respond to of 21876
 
Here is a small snippet to ponder from the Motley Fools Rule maker article on JDSU's current quarter earnings number.

fool.com

It should also be noted that during the quarter, 22% of JDSU's sales were to Lucent (NYSE: LU) , which was unchanged from last quarter, and 16% were to Nortel (NYSE: NT), up 2% from last quarter. Due to Lucent's recent announcement that it will be outsourcing more of its manufacturing activities, I wouldn't be surprised to see its reliance on JDSU to actually increase in the future. However, due to the overall growth of JDSU's business, this may not lead to Lucent becoming a bigger portion of JDSU's overall sales base.

I know SDLI is one of other sources for LU.

To Mr. Fun:

How much is from LU's own manufacturing fabs? Any idea?

-Nat



To: Kenneth E. Phillipps who wrote (14552)4/27/2000 9:10:00 AM
From: Mighty Mizzou  Respond to of 21876
 
Did it refer to fiber optics?

Yes.

I did hear him asked how long this type of growth (30% to 35%) would continue and he said 1&1/2 to 2 years. What was your reaction to that statement?

I say with the competition growing in this area like it is it is a very bold statement. I found him to be a little over zealous in his comments coming from a CEO. Makes me suspicious.


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