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

To: KM who wrote (6102)	2/8/1999 9:03:00 AM
From: KYA27	Read Replies (1) \| Respond to of 21876

Why would anyone listen this clown?...... This guys been negative on LU since they spun off from AT&T.We all know one thing for sure ,he's the worst Analysts to ever walk to Planet.Who would take him serious,he's missed the boat on LU since 96.......What a joke The man has a stamp on his head since 96 that says LOSER..

To: KM who wrote (6102)	2/8/1999 9:15:00 AM
From: William Hunt	Read Replies (1) \| Respond to of 21876

Trufflette---Thanks for posting the article ---I see three issues as the basis for the analysts concerns : 1) Revenue growth vs cost cutting providing future earnings growth 2) Pension liability overfunding providing some of LU future earnings 3) The culture clash between ASND and LU Item one is really decided on who you trust ---Revenue growth is CEO MCginn top priority this year ----base on what has been crossing this thread he seems to be working towards the 20% revenue growth he stated last month ---Cost cutting is a non -issue ----if a company is not doing that on an ongoing basis then you need new management . Even CSCO with their enormous growth in the past has had to watch this issue . 2) The pension liability is a big plus for LU in the sense that less earnings have to go to fund pension issues due to good investments in the past . In other words they can manages future expenses ( which pension are ) because they did a good job in the past thus dropping more future earnings to the bottom line . ( AS I understand it they only need a 9% return on existing pension funds to meet current needs without adding any new funds ) 3) Culture clash has some validity depending on who or what you are talking about . CPQ/DEC merger was a big issue with CPQ share price a long time ( I own the stock during this period ) . DEC brought 50,000 employees for CPQ to integrate into the company ( ASND brings 3000) . CPQ/DEC culture were very different ( one dead---dying---one vibrant----by the way analysts are now positive on this merger )while I consider both LU and ASND to be similar . LU brings the contacts,financial muscle and resources ( + a changing entrepreneurial environment to the table )while ASND brings a entrepreneurial aspect without the financial clout to provide a total system package that LU and CSCO only can do in todays marketplace . Sorry to talk so long but the only issue that I see is revenue growth and that is totally depending upon what LU does not what the analysts say BEST WISHES BILL