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Technology Stocks : Lucent Technologies (LU)
LU 2.405-1.0%3:27 PM EST

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To: Chuzzlewit who wrote (12376)1/7/2000 2:46:00 PM
From: abbigail  Read Replies (2) of 21876
 
Thank you for the guidance and information.

I am not sure I agree with the sanctity of cash flow
statements, as they can also be "manipulated".
Your concern about QSPE supports this notion.

Your focus is on the ability of LU to FINANCE growth.
McGinn says the problem was EXECUTING/DELIVERING.

If we can believe him, do you think these are cause & effect?

What do you think the cash flow statement looks at 12/31/99?
It must be a lot worse than 10-k?

I really appreciate your work and insight, but please share:
WHAT HAVE YOU LEARNED GOING FORWARD?

PS Chuzz:
I Have Lost Much

PSS Mr McGinn:
I just came back from the drug store to get subscriptions filled and the store is filled with a beautiful display of Valentine Cards; over a month away, anticipating the demand, ready to deliver the goods. That's EXECUTION!
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