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Technology Stocks : Lucent Technologies (LU)

LU 2.585

-3.4%

3:59 PM EST

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To: Techplayer who wrote (9333)	8/29/1999 10:24:00 AM
From: The Phoenix	Read Replies (1) of 21876

I don't agree that the Cerent product is "old world". It serves new world problems and use a combination of old and new world technologies to do it. Point and fact, if it's old world why did they start a company to develop it - answer - no one else had it. ANd, why will NT and LU be announcing their own.. because it's new - by definition. Finally, Cerent, according to the release has $10M in sales, with projections of finishing the year at $300M - amazing growth. And again according to the articles they have 100 customers. So, my guess is that at $300M sales that would be south of 30 times revenues - still steep but not as bad as 670 times reveunes. I think Cerent and Monterrey will turn out to do good things for Cisco. JMO OG

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