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| Author | Topic: Lucent Technologies (LU) |
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diligence |
posted 07-21-1999 09:38 AM
 
Salomon Smith Barney included Lucent (but not Cisco) in its recent top ten stocks list. - They're looking for 28% annual EPS growth for 5 years. - Although LU is already big with $30B in annual sales, there's a lot of room to grow, because telecom companies already spend $300B a year on equipment. - LU is well-positioned to capitalize as telecom companies transition to next-generation products and technologies. - LU's margins should improve as they continue their restructuring and cost-cutting. Risks: - competition - global strategy implementation - reliance on major customers - sensitivity to customers' capital budgeting - acquisition integration |
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Lee R |
posted 07-20-1999 09:45 AM
Expected EPS: 23 cents. Actual EPS: 26 cents. Here's the full story: http://www.lucent.com/press/0799/990720.coa.html |
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smario |
posted 06-30-1999 12:11 PM
Watch out Nortel and Cisco. It looks like Lucent has softened their stance on 'ATM only' and has started to include IP technology in their repertoire through the Nexabit acquisition. Plus, yesterday's completed merger of Lucent and Ascend makes Lucent the world leader in ATM technology. Not a bad week; they seem to be playing both hands rather than betting on a single technology for the future. |
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smartstart |
posted 06-29-1999 12:03 PM
The deal with Nexabit will provide Lucent entry into a filed that is expanding rapidly and is essential in communications. Once the deal is finalized between the two companies, Lucent may find itself breaking out of that $60 dollar range. This seems to be an imperative move in order for Lucent to stay competitive, while being able to provide more services. Read excellent article on Lucent's activity. http://worldlyinvestor.com/article/article.jtmpl?article_id=3117 |
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InvestorGuide Weekly Administrator |
posted 06-28-1999 09:03 AM
The Lucent/Nexabit deal has been confirmed. http://www.lucent.com/press/0699/990625.coa.html |
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daffy |
posted 06-18-1999 10:31 AM
Lucent Technologies is close to a deal to acquire Nexabit Networks, a private maker of high-speed Internet switches, for between $600 million and $800 million, according to reports. Citing executives close to the talks, the New York Times reported today that the companies appear set for an announcement shortly after Lucent's $20 billion acquisition of Ascend Communications is completed next week. The executives warned that talks with Nexabit could still collapse. The Times said both Lucent and Nexabit declined to comment. Nexibit's founder and chef executive Makesh Chatter told Reuters in an interview yesterday that his company was not considering any takeover offers. "We have been rumored with every company. There is nothing to the rumors at all," Chatter said. Doesn't this statement contradict the first sentence? If he's denying talks that are actually occurring, we might have another SkyTel/Worldcom situation on our hands. |
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MaxPower |
posted 05-19-1999 12:04 PM
(also posting response on all three boards): There seems to be a major paradox evident in this article. Nortel believes in voice over IP, and believes that all voice and data will be over Internet real soon, stressing the need to move now. Yet Lucent believes in ATM technology, and foresees a much slower evolution of voice to Internet, allowing for more time. Yet ATM is a proven technology now, whereas IP is not. So the only way IP would fit into Nortel's quick vision is if the technology were perfected in the immediate future, which I doubt. So maybe Nortel (or Cisco) won't win out in the short term...who knows. But it's still hard to bet against proven companies. |
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newguy |
posted 05-19-1999 10:10 AM
Article about Nortel vs. Lucent vs. Cisco: (I'm posting it on all three boards) http://www.forbes.com/Forbes/99/0517/6310071a.htm |
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InvestorGuide Weekly Administrator |
posted 05-10-1999 09:24 AM
Lucent Technologies has licensed Custom Netcenter from Netscape in an effort to develop a portal, called Zingo, for traveling professionals and wireless equipment providers. http://www.zingo.com/webportal/introframe.htm |
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Scott McCormick |
posted 04-29-1999 10:18 AM
In the conference call the CEO said he's comfortable with estimates of 20% revenue growth and 35% earnings growth for FY1999. For a company this big, not bad at all. |
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InvestorGuide Weekly Administrator |
posted 04-26-1999 12:35 AM
Latest earnings report: http://www.lucent.com/press/0499/990422.coa.html |
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InvestorGuide Weekly Administrator |
posted 04-11-1999 08:16 PM
Cisco vs. Lucent will be the battle of the next century. http://www.usnews.com/usnews/issue/990405/5cisc.htm |
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DC Dave |
posted 04-04-1999 01:37 PM
Lucent Technologies said it signed a $1 billion (!) deal with AT&T to supply equipment and services for the next phase of Ma Bell's DigitalPCS network buildout. AT&T will be able to offer enhanced high-speed data services and international roaming on its existing wireless network with Lucent's technology. |
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newguy |
posted 02-24-1999 03:48 PM
2/22: Lucent Technologies' Microelectronics Group announced it has acquired Sybarus Technologies, a privately held semiconductor design company based in Ottawa, Canada. Purchase terms were not disclosed. The move strengthens Lucent's leadership in SONET/SDH networking components and positions the company to deliver broadband transport systems-on-a-chip to manufacturers of network communications systems worldwide. |
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diligence |
posted 01-30-1999 03:29 PM
The 6% growth that Mr Bull mentioned was an anomaly. Management is looking for 30% revenue growth and 35% EPS growth in 1999. Also, gross margins are excellent (up to 52% from 47%), now that they're selling more of their high-margin stuff - software, optical, networking, etc. Margins will get even better when the Ascend acquisition has been completed. |
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