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

To: polarisnh who wrote (9015)	8/4/1999 8:14:00 PM
From: The Phoenix	Read Replies (2) \| Respond to of 21876

Steven, Please don't lump Haim's comments in with those of us that believe in CSCO. Like you, most of us also believe in LU. Haim's comments are opinions. OG

To: polarisnh who wrote (9015)	8/4/1999 9:25:00 PM
From: Techplayer	Respond to of 21876

Steven, No, Haim knows nothing about this company or its industry. CSCO? don't they deliver food? He goes around to various threads, spreading his rhetoric. I would bet that he has been doing this for the past 5 years and has missed out on the greatest bull run ever. Brian

To: polarisnh who wrote (9015)	8/4/1999 9:52:00 PM
From: Haim R. Branisteanu	Read Replies (3) \| Respond to of 21876

Steven, just read careful their financial statements and all the remarks. Most important see the gross and operating margins, G&A and how they grow relative to sales. Also important the issuance of debt and accounts receivables. The small print reveals it all - smoke and mirrors, actual real earnings are about half of reported. Aside McGinn (spl?) admitted indirectly that LU manages earnings in his interview on CNBC.(smoothing <GG>) BTW I am no fan of CISCO who is another company with false financial reporting. BWDIK Haim