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Technology Stocks : Lucent Technologies (LU)

LU 2.650

-2.9%

Nov 14 9:30 AM EST

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To: Mr.Fun who wrote (8952)	7/30/1999 5:18:00 PM
From: Zoltan!	Read Replies (2) of 21876

>>Forward 4 Quarters: Cisco is expected to earn $0.90 for a forward PE of 69.0 Growth rate = 28.6% PEG = 2.41 Lucent is expected to earn $1.41 for a forward PE of 46.2 Growth rate = 27.4% PEG = 1.69 Ridiculous to use those figures. Everyone who follows LU knows that compared to Cisco, LU is a bloated and inefficient operation - hence your affinity. Much of LU's near term earnings have and will benefit from cutting that bloat - a source of earnings growth that will dry up. (I have always valued top line growth more, and in that area LU is again outclassed.) >>. S&Ps equity analysts are typically 25 yr olds each covering hundreds of companies. I would not trust their analyses or recommendations, particularly since it is clear they do not even know enough to use earnings after extraordinaries. Apparently they can still teach you if you are capable of learning. As for recommendations, Cisco has a measurably better ratio among analysts outside of S&P than your obsession - you know, the one that had that most recent failed conference call and has been in a swoon ever since.

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