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Technology Stocks : Lucent Technologies (LU)
LU 2.640-2.9%Jan 9 9:30 AM EST
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To: Gerald Walls who wrote (8607)7/15/1999 6:54:00 AM
From: Techplayer  Read Replies (1) of 21876
 
Gerald,

I am not a CSCO hater, but believe that CSCO is overpriced (moreso than LU) at the present time. CSCO margins are dropping, and competition is growing. The PE is astronomical, even compared to its traditional multiple, while growth numbers are slowing (% wise, which should be expected given the size of the company). CSCO should not be the lion's share of a new investment at this time, imo. I own CSCO, but am heavily weighted in LU. It is the carriers that will be spending the hundreds of billions ovr the next few years. LU is better positioned to take advantage there.

Good luck,

Brian
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