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| Author | Topic: Lucent Technologies (LU) |
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dude |
posted 12-27-1999 11:25 AM
 
> Is it even worth looking at the total float? If you're a buy and hold investor, don't worry about the float. It's more useful for technical analysis, micro-caps and short selling. Instead, pay attention to shares outstanding... multiply it by current share price to get the market cap of the whole company, and decide whether the company is worth that amount. Whether you're buying a few shares or a whole company, the analysis is fundamentally the same. The market thinks that Nortel is worth $136 billion and that Lucent is worth $238 billion. What do you think? > And with the big picture - what other variables should be factored in with these? |
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Machiavelli |
posted 12-27-1999 09:53 AM
I'm trying to decide between investing in Lucent and Nortel. Besides the obvious difference in business focus, i'm trying to make the decision easier for myself by comparing some fundamental values. One question I have surrounds total float: Nortel is currently trading around 99 with a float of 1.2 billion shares. Lucent trades around 78 with a float of 3 billion shares. Is it even worth looking at the total float? When just looking at these numbers, what conclusions can be drawn? And with the big picture - what other variables should be factored in with these? Thanks. |
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MaxPower |
posted 10-27-1999 09:15 AM
Besides the earnings report, Lucent also announced it would restructure into four core businesses in order to focus on the fastest-growing equipment markets, such as data and optical networking, wireless and semiconductors. The four business units, which will operate under one brand and be supported by Bell Labs technology are: Service Provider Networks, Enterprise Networks, NetCare Professional Services and Microelectronics and Communications Technologies. You need to wonder about the timing of an announcement like this. Restructuring is always a tricky thing - it could signal either negative or positive trends in the comopany. Since it was announced with earnings, does it mean that this is actually a 'negative' announcement hidden among a positive earnings report? If this is truly a positive move, why hide it with the report and not wait a week or two? |
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JHirsch |
posted 10-26-1999 01:42 PM
Newguy, the article I read said they posted earnings of 31 cents a share. Well, the difference isn't all that much, and maybe its in the rounding. It is strange to hear two different numbers. It could be with or without some extraordinary items. Either way, they beat estimates and their stock has gone up a few points today. I also like the 23% revenue increase from last year's fourth quarter. Jake |
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newguy |
posted 10-26-1999 09:52 AM
Earnings report: http://www.lucent.com/press/1099/991026.coa.html EPS was 30 cents a share, a penny better than expected. |
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InvestorGuide Weekly Administrator |
posted 10-18-1999 10:13 AM
Lucent has teamed up with E-Ink to develop "electronic paper" that they hope one day could replace paper altogether. http://www.msnbc.com/news/322524.asp |
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InvestorGuide Weekly Administrator |
posted 09-06-1999 02:51 PM
Jim Jubak explains why he likes Cisco more than Lucent. http://moneycentral.msn.com/articles/invest/jubak/3523.asp |
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MaxPower |
posted 08-23-1999 02:45 PM
I just posted a similar message on the Cisco board - the reason why I don't like consulting firms being acquired by a solutions company (like Cisco or Lucent) is because the consulting firm instantly loses credibility regarding their unbiased research and recommendations. All subsequent clients will always wonder whether the recommendations they are given are really the best solution, or merely the best 'cisco' or 'lucent' solution. This type of situation completely negates the benefit of using a consulting firm to begin with. |
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InvestorGuide Weekly Administrator |
posted 08-23-1999 11:32 AM
Lucent agreed to acquire Excel Switching, a developer of programmable switches, for $1.7 billion in stock. http://www.lucent.com/press/0899/990818.coa.html |
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fanatic |
posted 08-17-1999 10:21 AM
Cisco owns 8% of INS, and the vice president of Cisco's service group sits on the INS board. I guess this will change now that Lucent is buying them. Also, INS has a very large number of Cisco-certified network engineers. Lucent is probably hoping these people will stay after the acquisition, but I'm guessing that a lot of them will leave. |
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Alex Randall |
posted 08-16-1999 11:15 AM
Actually, the two approaches are very different. As Chambers said: "Companies with vertical business models, such as IBM and Honeywell, always get beat by companies with horizontal models. Lucent's weakness is that it's open to best-of-class competition in all its businesses. We prefer to follow a horizontal model and work with other players, such as KPMG. I cannot afford to compete with my partners." |
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lockin |
posted 08-16-1999 10:38 AM
I think both deals are logical. Both companies have been shifting from direct selling to a combination of direct selling and selling through partners, and these consulting firms are in a position to persuade their customers to buy a lot of networking equipment. Lucent chose to buy while Cisco chose to partner, but the idea is the same. |
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dude |
posted 08-11-1999 02:05 PM
The Cisco investment might have broken the camel's back, but I suspect the INSS deal was in the works before Cisco made its announcement. The price does seem a little high, but I think INSS is worth more as a part of Lucent than as a standalone entity, so they may not have paid too much to make it worthwhile. |
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gatsby |
posted 08-11-1999 09:24 AM
MaxPower, Regarding the Lucent/INSS deal - I saw these figures on another message board site, so take it with a grain of salt: Lucent paid $3.7B for this: a company that reported net income of $25.4 million on revenue of $315 million for the fiscal year ending June 30; a small company in a highly fragmented market estimated to be growing at an annual rate of 16% in which INSS only has 0.3% of the total market; 2,200 employees, or $1.68 million per employee. This acquisition, according to analysts, was made to counter rival Cisco for dominance in the data networking market. |
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MaxPower |
posted 08-10-1999 05:19 PM
On the heels of Cisco's recent $1 billion investment in KPMG, Lucent announced that it agreed to acquire International Network Services (INSS:Nasdaq) in a deal valued at $3.7 billion. I guess now we wait to see what Nortel will respond with. Incidentally, anyone know anything about International Network Services and what they bring to the table for Lucent? |
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