Saturday, April 25, 2026

Lucent In 2000 -- Is History Repeating Itself? April 25, 2026

AI query: Is the euphoria over AMD, NVDA, MU similar to the euphoria over Lucent in 2000?


 MIT Technology Review: how Lucent lost it. Link here.

 Tom Tunguz: Nvidia is not Lucent. Link here.

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Lucent Imploded 2000 - 2001

AI query: what were the key highlights of Lucent's financial report for the year 1999: market cap, free cash flow, debt, eps, revenue, revenue growth year-over- year. 

Lucent, 1999:

 
AI query: 2hat were the key highlights of Cisco's financial report for the year 1999: market cap, free cash flow, debt, eps, revenue, revenue growth year-over- year.
 
Cisco, 1999


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