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Technology Stocks : Lucent Technologies (LU)

LU 2.415

+1.9%

Nov 21 9:30 AM EST

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To: Bindusagar Reddy who wrote (10620)	10/24/1999 10:49:00 PM
From: William Hunt	Read Replies (2) of 21876

Bindusagar ---Thanks for the article --this was part of the Argus research downgrade last week . If Mr Fun is right this number will be much bigger by the time we get through the shareholders meeting next month . The one issue that pop out of the ARGUS report was that LU'S overhead costs were about 5 % higher than CSCO and NT . I understand where this came from with LU have been part of the old ATT structure but I would have thought that this would have been on a downward trend the last three years . This a major disadvantage when bidding on contracts ---I guess the defined benifit plan will have to be replace with stock options which CSCO offers instead . I feel also that LU is trying to reduce inventory level's to get costs under control and also increase the turn round issue on equipment . The 5 % spread is way too high BEST WISHES BILL

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