Lucent Technologies (LU) Message Board

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Technology Stocks : Lucent Technologies (LU)

LU 2.570

0.0%

11:23 AM EST

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To: Techplayer who wrote (9967)	10/12/1999 3:32:00 PM
From: Kenneth E. Phillipps	Read Replies (1) of 21876

Brian - You are correct. NT has a higher PEG than LU or CSCO. The problem with the PEG is it is based on old growth estimates for NT which were 18%. NT and LU report earnings on the same day. If NT and LU report identical earnings, say .30 per share, Look out because analysts will raise growth estimates for NT. Just a guess on my part but my guess is they will both report .30 per share. How will analysts raise 2000 estimates for NT in view of their contract wins and product announcement? For all the publicity about OPTera, it will not significantly contribute to 2000 earnings because the software will not be available until Quarter 4 of 2000. Bottom Line - I see both NT and LU moving up after earnings. Of course, just a guess on my part. Kem

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