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Technology Stocks : Lucent Technologies (LU)
LU 2.625+4.6%Feb 5 3:59 PM EST

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To: William Hunt who wrote (10291)10/19/1999 5:47:00 PM
From: RavBruce  Read Replies (2) of 21876
 
Regarding thestreet.com, they make available types of info previously only available to the professional. All great investors have bad years, ask Buffet!
Regarding Cisco and Lucent, I was surprised to see the size comparisons. Lucent is so much bigger than Cisco that from a size standpoint alone it will be easier for Cisco to continue tromping LU growth.
I am extremely concerned with the loose financials at LU.
A company of this size has no business playing loose. They overstated earnings and did lots of other tricks to make things look better. It has great products, great management, let the company speak for itself without trying to make it look better. That is usually a big clue for trouble.
I was looking to buy more lucent but I will now hold.
Bruce
PS A note to all: with the number of posts here, I think we should be more careful about off-topic posts.
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