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.

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

To: Judy who wrote (6354)	2/21/1999 5:12:00 PM
From: Mark Duper	Read Replies (1) \| Respond to of 21876

<...should the ASND merger prove dilutive to LU near-term, which I expect it will. > Judy, I don't think your looking at the big picture. Then, again, you probably know better than LU's Top Mgmt. :) Love, Sup.

To: Judy who wrote (6354)	2/21/1999 5:16:00 PM
From: Bindusagar Reddy	Read Replies (3) \| Respond to of 21876

Judy, can you tell where you got this lowering of growth from 30-35% down to 20%. LU was not expected to grow 30-35% revenues before. Are you a technical chart analyst or a Telecom analyst. Growth in this field especially (ASND) will outpace even the wildest imagination of yours. The data business of ASND will grow 35-50% over the next 5 years...Before you say they will dilute LU's growth give some evidence. If you are chart reader mention that ahead. You don't have a clue about this industry, you seem to talk about a company by looking at stars and charts. Please do some fundamental research before making fundamental comments. I could care less for your technical expertise. Every Tom, Dick and Harry have become technical analysts and day traders these days. There are very few who can see the future and invest on fundamentals and future. BR

To: Judy who wrote (6354)	2/21/1999 6:17:00 PM
From: Haim R. Branisteanu	Respond to of 21876

Judy I am also looking at the same numbers - e.g slighly above of the $106 range which already make me think that I may be wrong. Also interesting to note is the growing spread between LU and ASND which to date I have not figured it out even if including dividents from LU. But overall I am in agreement with your assessment earnings growth will slow due to stiff competition and oversupply. The price per telephone line dropped from around $2400 a few years back (1995/4) to $600-$700 range in 1999 and continue to fall. Haim

To: Judy who wrote (6354)	2/21/1999 9:29:00 PM
From: Kent Rattey	Read Replies (2) \| Respond to of 21876

<I posted ASND could not stand alone and at most will have one-two good earnings quarters due to its dominant inroad in the carrier space. ASND has already reported one good quarter ... within the next quarter or two I'd expect ASND earnings to slow and be dilutive to LU's bottomline. > ASND has racked up several "good" quarters in a row...5 or 6. With the internet doubling traffic every 100 days, why do you feel the dominant player in RAS/RAC and ATM/Frame will slow sales? Do you feel the buildout is over??? I believe it has just begun. Video is still a "Pipe Dream" without pipes. Please explain. Thanks, Kent