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Technology Stocks : Lucent Technologies (LU)
LU 2.520-1.4%Nov 26 3:59 PM EST

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To: Sawtooth who wrote (1815)3/29/1998 10:10:00 AM
From: RetiredNow  Read Replies (1) of 21876
 
Tim A., I agree with everything you've said, except for one thing. When you said, "if there was ever a company that had every good thing going for it at the same time, it's hard for me to think of one better than LU today," it made me immediately think of CSCO.

CSCO is poised for even more growth than LU, if for no other reason than they have a lower base of revenues. Cisco has about $7 billion in revs while LU has about $28 billion. I think both stocks are overvalued at this point, but if I had to pick between them, I'd choose CSCO. But since I don't, I own both. I just sold a little LU to raise cash for when the tech sector corrects in a month or so.

Anyway, can't wait till Monday. Good luck!
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