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Technology Stocks : Lucent Technologies (LU)
LU 2.670-1.5%Jan 23 9:30 AM EST
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To: John Koligman who wrote (16030)9/12/2000 4:21:28 PM
From: GVTucker  Read Replies (1) of 21876
 
Heck if I know.

To me, the fact remains that this is a company that has tremendous assets but also is poorly managed. Right now you're paying about 30x earnings for growth of 5% or so. If LU could wring a little better results out of these wonderful assets, then 20%+ earnings growth could easily happen.

But that is a bet on the come line, and right now, the market wants results rather than hope. A good first step would be the resignation of McGinn; unfortunately, it would probably take an implosion rather than a simple earnings miss for that to happen.
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