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


To: Curtis E. Bemis who wrote (2517)4/30/1998 9:25:00 AM
From: IngotWeTrust  Read Replies (1) | Respond to of 21876
 
How very kind of you to share, Curtis. Thanks! $90, eh? Did I miss a target timeframe from them? As an MIT man, you probably saw a nugget or two in the micro-electronic patent discussion, your last salient summary point. See any investing/trading possibilities in that section?




To: Curtis E. Bemis who wrote (2517)4/30/1998 1:31:00 PM
From: Curtis E. Bemis  Read Replies (1) | Respond to of 21876
 
LU Microelectronics from LU at H&Q conference-

Here is a snippet from H&Q conf--

A good solid presentation by John Dixon, President of the Microelectronics Group, a $2.7
billion division of Lucent. The presentation largely focused on the Microelectronics Group
alone, and not all of Lucent (a $26 billion company.) As such, it mostly represented
Lucent's efforts as a pure semi-conductor company.

Some of the highlights of the presentation: projected growth of 14% to the year 2002

the microelectronics group is the 15th largest semiconductor manufacturer
14% projected growth to the year 2002
Current revenue growth at 24% is higher than the industry average