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

To: JRH who wrote (9362)	9/1/1999 1:29:00 PM
From: Techplayer	Read Replies (1) \| Respond to of 21876

JRH, That is a theory of mine and will need to be proven with time. The question that I have is the actual % of total product sales deployed with the telcos by CSCO. A couple of edge products are classified as carrier class but not necessarily sold to carriers. It is called being creative in the end of quarter reports. It is also quite easy to take 400 or 500 million and grow it 60% (pulling these out of memory which could be off). these numbers represent a small portion of overall sales for CSCO. Additionally, the size and scope of CSCO deployed networks with the carriers is small in comparison to those by LU in most cases. CSCO is incredibly efficient in the enterprise, so as long as the bulk of sales remain there, the DSO's will remain low in comparison to LU. If CSCO sales grows to 50% carrier, the DSO's will have to rise. All imo. brian