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.

Strategies & Market Trends : MDA - Market Direction Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Haim R. Branisteanu who wrote (56945)	7/20/2000 11:21:17 PM
From: Techplayer	Read Replies (1) \| Respond to of 99985

Haim, That is interesting since every single one of the large providers have announced increased capital spending on equipment, of course with the exception of the mother of the dog LU. I truly view the telecomm buildout as recession proof. It has been before and for good reason. tp

To: Haim R. Branisteanu who wrote (56945)	7/20/2000 11:41:17 PM
From: Jorj X Mckie	Read Replies (1) \| Respond to of 99985

Haim, I put forth two possible alternatives for the advertising. And yes, I do believe that the more companies that adopt internet business models and the more consumers that use the internet, the more the infrastructure (both public and private networks) will need to be built out. I also think that most of the international markets are still in their infancy. Whereas there may be a slowdown in the areas where you are involved with the financing, there is a corresponding acceleration in other areas. Just to clarify, I am talking about networking equipment vendors. Perhaps you should refocus your financing efforts on the areas that are accelerating. JXM

To: Haim R. Branisteanu who wrote (56945)	7/21/2000 12:36:09 AM
From: Techplayer	Respond to of 99985

Haim, directly from McGinn's mouth today in the CNBS interview... FABER: Back to the business that will be left after you spin off entirely microelectronics. I was speaking to one of your shareholders earlier, talking about Lucent such a great company, great performing stock for so many years until this one but they described the environment back then as easier. A lot of low-hanging fruit, a lot less competition. Credible spending cycle. And they said these days just seems harder. The products are more difficult to perhaps actually manufacture and the competition is more intense. I know a simple way to approach it but is at issue that you would agree with or not agree with? MCGINN: The irony is we agree with many elements of that statement but the products are more complex. I would not agree that there was a great spending spree back then. In fact, the spending a couple years ago was in the low teens. Now it's over 20% on an annualized basis for capital spending by service providers on a worldwide basis. The market is growing faster from a larger base." also, "So it is certainly trying for investors and we understand that. I take personal responsibility for where we are right now. Fact is there is no better time to be in this market with the kinds of systems and technology know how and people to deliver on those complex systems. " In other words, LU is not the stock to own in this sector. tp "http://www.dljdirect.com/cgi/inet/qndigest.trn?research_cde=DJN&key_nmb=009585&trn_key_nmb=DJN000720006805&symbol=LU&topic=misc&selection=all_news_sources