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Technology Stocks : Lucent Technologies (LU) -- Ignore unavailable to you. Want to Upgrade?

To: Chuzzlewit who wrote (8976)	8/3/1999 2:21:00 AM
From: Bindusagar Reddy	Read Replies (1) \| Respond to of 21876

Don't you notice the top line growth of 20%. You didn't get my point. My point is that LU will show a top line revenue growth of 20-25% with 40% EPS growth if they can execute operational efficiency along with the revenue growth. If you guys can not see it, you sholud be buying companies with stories with no earnings. Whereas CISCO will grow revenues at 25% rate with EPS at 20-25% because their margins can only go down as they already have 60% gross margins. There is no room for error on margins with CISCO. LU can only show upside as they are starting at 48-49%. Even if LU improves another 500 basis points earnings will accelearte with added 20%-25% revenue growth. If you can not understand this logic, you should not be investing. You might a swell gamble in Vegas.