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: BubbaFred who wrote (6372)2/21/1999 8:35:00 PM
From: Bindusagar Reddy  Read Replies (2) | Respond to of 21876
 
Bubba, LU never said they will grow 50%. they will grow 20% conservatively. I never said LU will grow 50%. ASND's data networking segment will grow (35-50%) faster than LU, but when they become part of a already big company with 30+ billion revenue company, their contribution will be minimally accretive. Obviously if they execute well there might be more than 20% growth as a positive surprise. There is no question that Telecom equipment and service providers is where the next 5 years major growth lies.

Telecom segment will surprise many people over the next 5 years just as PC industry in 90s. Human beings have insatiable appetite to communicate, leading to growth over next several years.

Good luck.
BR



To: BubbaFred who wrote (6372)2/21/1999 8:40:00 PM
From: Haim R. Branisteanu  Respond to of 21876
 
Fundamentals

bankofny.com

Haim