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Technology Stocks : Lucent Technologies (LU)

LU 2.660

-1.5%

Dec 12 9:30 AM EST

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To: George Coyne who wrote (11620)	12/13/1999 7:07:00 PM
From: polarisnh	Read Replies (1) of 21876

George, It isn't a secret to anybody on the Lucent thread that Gary works for Cisco. The fact that he spends as much time on our thread tells me that, Yes, he probably does own Lucent also and that Cisco does know that they will not have as easy of a time dominating this industry like they did the Enterprise Data market. I hear people talk about margins and how Cisco has a higher P/E ratio. Well, if you were able to use the pooling of interest rules to write off your R&D instead of having the premier research and development laboratory, Bell Labs, your costs would appear to be lower also. As more an more stories come out about how companies like Sprint come to terms with the Silicon Valley 'Spin Doctors' and their latest and greatest hits titled 'Vaporware!' Lucent and the legitimate telecom equipment vendors will get their recognition. Has anybody actually seen a GSR 12000? I know I have been hearing about its supposed existence longer than the Loch Ness Monster! Cheers, Steve

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