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Technology Stocks : Lucent Technologies (LU)
LU 2.500-0.8%Nov 28 9:30 AM EST

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To: The Phoenix who wrote (9335)8/29/1999 10:39:00 AM
From: Techplayer  Read Replies (1) of 21876
 
Gary, By old world, I meant an approach to the existing infrastructure that is not and end to end IP solution that CSCO has repeatedly indicated is the only logical way to go. You can call it what you want. LU and NT are expanding on their "old world" product lines as their products evolve. Btw, is CSCO the company that coined the phrase "old world"? I am almost certain that it could not be LU or NT..
btw, I hope that you are not reading my post as an attack as I am legitimately curious. Given that the deals are stock deals, I agree that the deals will be good ones for CSCO. The funny money (stock) that LU and CSCO are playing with will only add to the bottom line in the future (I expect the accounting experts Chuzzlewit et al will disagree with that comment). It seems that more emphasis these days is being put on revenue growth over EPS growth.

Have a great day,

Brian
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