Lucent Technologies (LU) Message Board

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Technology Stocks : Lucent Technologies (LU)

LU 2.455

+1.7%

12:33 PM EST

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To: The Phoenix who wrote (8954)	8/10/1999 6:01:00 PM
From: Zoltan!	Read Replies (3) of 21876

>>These guys know their stuff. Well, they must be keeping it to themselves. One doesn't know how to compute PEG and the other thinks bonds are rated in a vacuum. >>I never really considered this before. Is LU really that inefficient? What areas are they cutting to reduce costs? Clearly the easiest and quickest way to improve earnings is to cut costs but there's been literally no talk of this anywhere I can find. You've peaked my interest but I'd like to see some data. That's a given. DLJ published a report comparing the two and they stated Cisco was the superior company primarily because of its faster top line growth, culture, management and positioning. LU was expected to do well with the bottom line because it was comparatively inefficient and would be able to cut costs in the short term to pad the same. The bottom line of the DLJ report was that only MSFT was in the same league as Cisco.

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