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

To: Chuzzlewit who wrote (8989)	8/3/1999 4:39:00 PM
From: Bindusagar Reddy	Respond to of 21876

I agree. One big difference between CSCO and LU. CISCO makes up a lot of gross margins in high end routers with software. As LU increases its software intensive products, you will see tremendous improvements in gross margins and net profits. They will spend more on R&D proportional to the revenues. One of the key reasons for recent improvemnt in Gross margins is increased software sales, data equipment sales with high margins. ASCEND should continue to increase the margins going forward. Regards, BR