Alcatel-Lucent (ALU)

All Comments on ALU

  • commenter
    Joey
    Oct 07 05:02 PM
    10 Ways the Financial Meltdown Impacts Tech [view article]
    Oracle's stock dropped 30% since it board of directors approved the $83.6 million dollar salary for the CEO less than two months ago. A six dollar drop in share price. I hope all the stockholders fire the board. Reply
  • commenter
    ChannonH
    Oct 05 12:39 PM
    10 Ways the Financial Meltdown Impacts Tech [view article]
    Regarding point #9, consumers cutting back on spending, this will remain a true statement in the aggregate, but may not extend to all aspects of consumer spending. As consumer spending has exploded this past decade, it has almost become a self-medicated antidepressant. Will "gadgets" suffer? Perhaps, but it was after 9/11 and during that recession that the iPod exploded in popularity, a nice little "pick-me-up" for depressed Americans.

    How does this relate to this article? Smart investors know that missed opportunities are a lot better than being short and wrong. Be more careful about betting on the list of "negative impacts" than the list of "positives". Some of these stocks are already off more than 50%, a sizable haircut. There's more to gain by looking for the companies that are oversold than by betting on more downside. Long term, we all would probably agree that Google will eventually trade above $386, and Apple surely above $97.     Reply
  • commenter
    User 272199
    Oct 05 12:12 AM
    10 Ways the Financial Meltdown Impacts Tech [view article]
    oops, I meant Profit margins instead of Sales. Reply
  • commenter
    User 272199
    Oct 05 12:11 AM
    10 Ways the Financial Meltdown Impacts Tech [view article]
    As for the last point of weakness, I am not sure in regards to small-cap Tech, but large-cap Tech, relative to other sectors in the S&P 500, have the most cash on hand and least amount of debt, which seems like a very positive sector to be in at times when liquidity is strained and debt-burden areas are going to be on everyone's minds.

    Large-cap Tech, aside of Consumer Staples, have been showing double-digit earnings growth, cash flow/EBIT/and Sales margin improvements. From a macro perspective, Tech is also one of the top sectors whose revenue stream benefits from foreign exposure, so a weakening dollar benefits the sector.     Reply
  • commenter
    Ames
    Tiedeman
    Oct 04 01:05 PM
    My Website
    10 Ways the Financial Meltdown Impacts Tech [view article]
    RIMM will see better days next month. This name will not stay down for long. Reply
  • commenter
    LJames
    Oct 04 11:24 AM
    10 Ways the Financial Meltdown Impacts Tech [view article]
    The author makes excellent points, although I think that one possibility that I do not see addressed is a possible increase in internet advertising (both website based, and social networking sites) as marketing budgets shrink, and these departments look for more affordable ways to reach their target audience. Reply
  • commenter
    User 138602
    Oct 04 09:41 AM
    10 Ways the Financial Meltdown Impacts Tech [view article]
    excellent views ,many thanks for sharing it with us. Do you have any thoughts on PAYX? I am waiting for CSCO to trade below 20$ ,am I too greedy ? Reply
  • commenter
    Maggie
    Oct 04 09:26 AM
    My Website
    10 Ways the Financial Meltdown Impacts Tech [view article]
    Excellent points to consider. I wonder how it will effect all the small mom & pop businesses that deal in antiques, collectibles, homemade items, etc. that have been investing in their own websites in lieu of eBay. I can see an upside in consumers aquiring these cheaper, used and homespun goods. But a downside in higher end luxury collectibles. Also, those venturing out on their own may be less likely to want to plunk down the money involved to run their own sites while they grow. At any rate, this is certainly going to effect online sales venues one way or another, my own included.
    Reply
  • commenter
    LarryH
    Oct 03 02:05 PM
    10 Ways the Financial Meltdown Impacts Tech [view article]
    Good points to consider. Thanks. Reply
  • commenter
    Brewer
    Sep 24 03:30 PM
    Morgan Cuts Targets on Host of Tech Hardware Stocks [view article]
    Ditto, at least try not to listen to the obvious fools. It's hard enough knowing who they are, in this case, who's wondering?


     Reply
  • commenter
    User 218405
    Sep 23 11:13 AM
    Morgan Cuts Targets on Host of Tech Hardware Stocks [view article]
    I guess Morgan Stanley wants to bring down as many companies to their level as possible. Why would anyone take advice from a company that is as poorly managed as Morgan Stanley? Reply
  • commenter
    JohnKing
    Sep 22 11:30 PM
    My Website
    Morgan Cuts Targets on Host of Tech Hardware Stocks [view article]
    Morgan Stanley is still in business?

    Can you double-check the source maybe its one of those infinite loop randomizer recordings they turn on once a month.     Reply
  • commenter
    Curbs-In
    Sep 22 08:02 PM
    Morgan Cuts Targets on Host of Tech Hardware Stocks [view article]
    No wonder our economy is so screwed-up. They did this TODAY based on this:

    "...to reflect the strengthening of the U.S. dollar and a slowdown in global demand."

    I'm downgrading Morgan to "talking head" status.

    Full Disclosure: The only thing I own with the word "Morgan" on it is a bottle of rum.

    Reply
  • commenter
    awcabot
    Sep 22 05:29 PM
    Morgan Cuts Targets on Host of Tech Hardware Stocks [view article]
    Savitz, I wouldn't get my panties in a twist over this...the dollar has already lost a good portion of it's recent rise. Reply
  • commenter
    User 245083
    Sep 22 05:14 PM
    Morgan Cuts Targets on Host of Tech Hardware Stocks [view article]
    sounds like the house wants to get long technology Reply
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