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Technology Stocks : Lucent Technologies (LU)
LU 2.430-5.1%Nov 19 3:59 PM EST

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To: The Phoenix who wrote (10967)11/10/1999 8:10:00 AM
From: Zoltan!  Read Replies (5) of 21876
 
>>I never did understand the hostility toward Cisco on this thread..... still don't. It's certainly not something you see on the CSCO thread when LU announces good earnings - why because CSCO investors know that good LU or NT earnings are good for the big three. You all need to get rid of the chip on your shoulders and applaud the CSCO release. It'll help carry this sector higher. A bad report would have had the opposite effect on our LU positions. So, why the negativism? I don't get it.

That's easy. Cisco is an "in your face" monument to the failures of the "Old World" companies. Cisco stands as the most successful company in the history of computing (by various measures) and is valued more highly than LU or NT. LU and NT were happy "competing" against each other and the other slow moving companies, but the Cisco Kid intruded on that happy old world.

Now Cisco is in its adolescence and is taking on the PBX geezers, growing more than twice as fast and advancing on their home turf, with all the advantages of being younger, smarter, faster and richer.

And the PBX geezers hate that.
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