Lucent Technologies (LU) Message Board

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Technology Stocks : Lucent Technologies (LU)

LU 2.570

+1.0%

12:39 PM EST

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To: Lisa who wrote (1575)	3/13/1998 1:41:00 AM
From: Greg Jung	Read Replies (3) of 21876

Cisco like Lucent? no way no how. Sure Lucent will have a small portion in high-performance stuff of all types. But that is a sliver of the company. For Cisco, it is focussed on high-end networking components. Lucent sells all styles of telephone answering machines, for instance. Livingston Technologies - another example of kitchen appliances. Their big money is in telephone systems, you know, lay a bunch of wire down. A great deal of the revenue at low margin relative to what Cisco brings down for its switchers. The current price is so emotionally driven, I am tempted to sell my longs and go short LU! I think this comes back to 60 before AOL breaks below 30. (no splits). Unfortunately that would be the year 2002, maybe. Greg

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