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: Lou S. who wrote (5948)1/30/1999 6:13:00 PM
From: Bindusagar Reddy  Respond to of 21876
 
I have read the article. They presented a cautious optimistic view of LU.

Two things I like in that article.

1. Mr. McGinn like Michael DELL, he energizes people. He sets high goals.

2. LU is #1 in Telecom equipment with 400 Billion worldwide sales, with ONLY 10% Market share. That means they can grow by increasing market share + growth in new markets. Telecom equipmet market to expand to 600 billions in 2001. Even if they have 12% share. They can report 72 billion revenues in 2001, that is double from today. At Price to sales ratio of 5, LU will have market cap of 360 billion in year 2001. Stock price of 440.00. We shall have one split now and one more split in 2000 and reach 110 in January 2001.

I like the tone of the article and decription of Mr. McGinn, as a go getter was good.

BR