| Message | Subject | Recs | Date/Time (ET) |
| e-bill,
It is impossible to "pump and dump" a stock with as much liquidity as | Lucent Technologies (LU) | | 08/18/2000 03:21:22 PM |
| Mighty,
I've been on a much needed vacation for the last 10 days, but can't g | Lucent Technologies (LU) | | 08/17/2000 05:47:48 PM |
| Reduced LU a little starting a couple days before earnings, but don't see the se | Lucent Technologies (LU) | | 07/26/2000 03:42:24 PM |
| TP,
Yes, this is painful. The quarter was pretty good, but the guidance is t | Lucent Technologies (LU) | | 07/20/2000 08:49:04 AM |
| Some thoughts:
1. "The Japanese are Coming! The Japanese are Coming!" This | Nokia (NOK) | | 07/19/2000 01:26:56 PM |
| Anon,
Bernstein was out this morning with a very bold call - they say LU will | Lucent Technologies (LU) | | 07/14/2000 09:48:32 PM |
| LU is what it is. It is large, with alot of fat left in middle management. It h | Lucent Technologies (LU) | | 07/12/2000 04:16:16 PM |
| The "LU will pre-announce" rumor made the appointed rounds this morning - our de | Lucent Technologies (LU) | | 07/06/2000 04:04:57 PM |
| I don't think this slide is LU specific. Most everything in this sector has beh | Lucent Technologies (LU) | | 07/06/2000 11:19:05 AM |
| The Qtera engineers told me at OFC that they were not using solitons, rather tha | Lucent Technologies (LU) | | 07/06/2000 11:13:42 AM |
|
Ken,
The Global Crossing order is for the Qtera product on one city pair. L | Lucent Technologies (LU) | | 06/29/2000 02:47:00 PM |
|
Re: Possible spin-off of micro-electronics
LU has had every banker on wall s | Lucent Technologies (LU) | | 06/16/2000 01:23:00 PM |
|
TP, Levy lowered his estimates because everyone else did. I am looking at his | Lucent Technologies (LU) | | 06/09/2000 11:41:00 AM |
|
Saudi was split in half - Ericsson and Lucent
| Lucent Technologies (LU) | | 06/01/2000 03:36:00 PM |
|
Please note that the press release says nothing about the relative size of the | Nokia (NOK) | | 06/01/2000 08:56:00 AM |
|
TP,
It is a printed opinion of a reporter based on a limited number of inter | Lucent Technologies (LU) | | 05/31/2000 11:33:00 PM |
|
fiberman,
most sell-siders are playing this deal up as a big positive, and I | Lucent Technologies (LU) | | 05/31/2000 07:01:00 PM |
|
ericsson SAYS in meetings with investors that the royalty situation with Qualco | Nokia (NOK) | | 05/31/2000 05:19:00 PM |
|
Some observations and comments on recent posts:
1. Ericsson and Motorola h | Nokia (NOK) | | 05/30/2000 01:53:00 PM |
|
Re: Chromatis.
Cerent fills this niche today. AstralPoint and Cyras would b | Lucent Technologies (LU) | | 05/30/2000 10:22:00 AM |
|
Ken,
The globe article you posted is remarkable, in that neither the author | Lucent Technologies (LU) | | 05/30/2000 09:10:00 AM |
|
MM,
LOL we've been having some fun trading over the last couple weeks, but | Lucent Technologies (LU) | | 05/25/2000 10:52:00 AM |
|
Sam,
since you are so fiesty with other people's posts, let me take exceptio | Nokia (NOK) | | 05/25/2000 10:31:00 AM |
|
Sam,
let me try this again:
Mika wrote:
>> This is a problem for M | Nokia (NOK) | | 05/25/2000 10:05:00 AM |
|
Sam,
As per your post(in quotes):
1. It appears clear to me that Mika was | Nokia (NOK) | | 05/25/2000 08:19:00 AM |
|
Qwest was trialling LU's bandwidth director product, which enables interconnect | Lucent Technologies (LU) | | 05/22/2000 12:22:00 AM |
|
Comments to e-Bill:
1. Only NT and Fujitsu were shipping 10G TDM transmissio | Nortel Networks (NT) | | 05/19/2000 03:43:00 PM |
|
Boy, lots of misinformation flying around the ole NT thread today. Let's get s | Nortel Networks (NT) | | 05/19/2000 01:01:00 PM |
|
Gary,
Here is how institutional investors are looking at Cisco's valuation:
| Cisco Systems, Inc. (CSCO) | | 05/19/2000 11:24:00 AM |
|
Ken,
1. I believe NT will find it difficult to ramp production and deploymen | Cisco Systems, Inc. (CSCO) | | 05/18/2000 02:06:00 PM |
|
Most institutional investors would be shocked if Cisco could turn in 55% top-li | Cisco Systems, Inc. (CSCO) | | 05/18/2000 10:57:00 AM |
|
NT's paper loss is due to the amortization of Bay Networks which was accounted | Cisco Systems, Inc. (CSCO) | | 05/18/2000 09:16:00 AM |
|
JRI,
I talked to alot of buy-side and sell-side analysts in Vegas last week. | Cisco Systems, Inc. (CSCO) | | 05/18/2000 09:04:00 AM |
|
The biggest users of vendor financing are in rough order:
1. Wireless carrie | Cisco Systems, Inc. (CSCO) | | 05/17/2000 09:54:00 PM |
|
Ken,
I do not want you to perceive this as NT bashing - MM can tell you we h | Lucent Technologies (LU) | | 05/14/2000 07:07:00 PM |
|
Ken,
It is not just LU that is having problems getting its high end router to | Lucent Technologies (LU) | | 05/12/2000 11:31:00 PM |
|
Jeez MM, can't a guy go away for 10 days without getting slapped around on this | Lucent Technologies (LU) | | 05/12/2000 11:24:00 PM |
|
That is the oldest line in the book. The MS analyst is not a semiconductor ana | Lucent Technologies (LU) | | 05/01/2000 06:49:00 PM |
|
ftmp,
I am not a long-term believer in JDSU, although I'm sure that near-ter | Lucent Technologies (LU) | | 05/01/2000 06:05:00 PM |
|
TB,
1. There are extreme shortages in nearly every optical component categor | Lucent Technologies (LU) | | 04/29/2000 09:24:00 PM |
|
Zbyslaw,
Of course it is true that LU was acquired as of June 99. However, | Lucent Technologies (LU) | | 04/27/2000 10:11:00 PM |
|
Kenneth,
You are correct - I use TDM rather than SONET simply because I want | Lucent Technologies (LU) | | 04/27/2000 03:48:00 PM |
|
TG,
You call it spinning and creative play, I call it actual analysis, of wh | Lucent Technologies (LU) | | 04/27/2000 03:38:00 PM |
|
Mr. Aggarwal,
Not only was this article poorly researched, but your synopsis | Nokia (NOK) | | 04/27/2000 02:51:00 PM |
|
TG,
As usual your conclusions are superficial. Yes, NT had an outstanding qua | Lucent Technologies (LU) | | 04/27/2000 01:18:00 PM |
|
TG,
My response:
1. McGinn did not know until at least half-way through t | Lucent Technologies (LU) | | 04/24/2000 11:10:00 AM |
|
The real problem in Q1 was NOT optical - yes, there was a messy product introdu | Lucent Technologies (LU) | | 04/24/2000 07:44:00 AM |
|
The decision not to emphasize 10Gbps channel speeds was made in late 1996, when | Lucent Technologies (LU) | | 04/24/2000 07:33:00 AM |
|
As per the conference call, about $200million of 10Gbps optical products in the | Lucent Technologies (LU) | | 04/20/2000 09:52:00 AM |
|
Mr. Greenberg's vendetta is bordering on obsession. First, if as he says "gros | Lucent Technologies (LU) | | 04/19/2000 09:26:00 PM |
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