SI
SI
discoversearch

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: DiB who wrote (21301)6/24/2003 6:06:12 PM
From: verdad  Read Replies (2) | Respond to of 21876
 
Thanks for your reply. $2B revenue per qtr sounds like a lot of business in this environment. Should be interesting to follow.

Intuitively, it would seem like there would be less and less wireless networking business (as most areas have already been built out). Upgrades will always continue, but overall, the total volume of business should be less than back when there were virgin, undeployed, high market potential, metropolitan areas globally available. 3G is still "we'll see".

However, hopefully LU has some other exciting product markets in the hopper. They do make a lot of the WiFi cards and ports. Wonder if there are other potential growth areas besides CDMA and WiFi? If Flarion holds all the cards for OFDM, that wouldn't be good.