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Technology Stocks : Lucent Technologies (LU)
LU 2.430-5.1%3:59 PM EST

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To: Mr.Fun who wrote (10783)11/5/1999 7:32:00 AM
From: Martin Rasch  Read Replies (2) of 21876
 
Hi Mr. Fun
I appreciate the sharing of your technical insight very much - thanks a lot!

As an advocate of the Gorilla Game investment theory I am especially interested in CSCO and its relation to LU (which made me some nice profits since my re-entry @ 56.5)

I still wonder why the street valuates these two companies so differently (PE wise). Can you brake up the business of them into pieces and compare their strength, weakness and prospective growth within these pieces? Or even better, let us know where we can find such information to do our homework by ourselves?

Eom

MR
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