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Technology Stocks : Lucent Technologies (LU)

LU 2.560

+0.4%

Dec 2 3:59 PM EST

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To: Techwatch who wrote (7774)	5/6/1999 9:01:00 PM
From: hitesh puri	of 21876

Cisco is in deep trouble going forward. Mory's words from the last share holders meeting are ringing in my ears. He said it at least thrice that Cisco is a fine company and great in the enterprise space BUT they do not have a WAN strategy. I am only seeing through Cisco's smoke and mirrors now and realizing the truth of his words. The first Network World article on Monday was informative but this one is an eye-opener. Many of us on this thread have maintained that Cisco's sweet talks and Chambers customer visits might work on CIOs of the Enterprise world but when it comes to the big money customers of tomorrow i.e. Telecom Carriers, they better deliver top of the line products and adhere to a strategy that does not conveniently change as per their product development snafus. With a PE of 60 you cannot afford such double standards and show puny product lines. You just cant. Specially when you have hyped so much and then you suddenly change your tune. A mere PE adjustment from 60 to 45 since it aint the King no more gives it haircut of around 25+. -Hitesh

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