Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Bindusagar Reddy who wrote (8979)	8/3/1999 10:28:00 AM
From: The Phoenix	Read Replies (2) \| Respond to of 21876

If they can manage capital with improved efficiencies, they can surprise on the upsidef Agreed. The operative word being "if". I think the discussion between Chuzz and Fun pointed out that this was a problem...although one that they appear to doing a better job of as of late. Funny though, there were some heated words being traded about earnings growth rate differences between the two companies - that LU indicated 30% growth going forward while CSCO stated (i think) 25%. What all this seems to point out is that the way LU is able to articulate a plan of 30% growth is in part due to planned improved efficiencies - not market growth. I wonder what the comparative earnings growth from operations would be without cost cutting by LU. Just wondering... that's all... Still both great companies and both great 3-5 year investments. You simply can't go wrong. OG