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Technology Stocks : Lucent Technologies (LU)
LU 2.660-1.8%Jan 30 9:30 AM EST
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To: Anonymous who wrote (17834)3/16/2001 7:54:04 PM
From: Andreas  Read Replies (1) of 21876
 
To Anonymous;

You wrote, "Is now the time to buy some of these stocks like JDSU, CSCO, NT, ORCL, and SUNW?" Take it for what it is worth, but unless the peg ratio is 1 I wouldn't buy. None of the stocks you list appear to have a p/e equal to their forward growth rate. CSCO is particularly troublesome and is more fairly valued after another 1/3 haircut. NT is a joke and doesn't even warrant comment. JDSU is equally ridiculous unless you like berets. Orcl and Sunw make the most sense but with zero visibility who knows.
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