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


To: Lerxst who wrote (10692)10/26/1999 9:42:00 AM
From: hitesh puri  Respond to of 21876
 
As per Paul Sagawa's (Sanford Bernstein analyst) lastest report from Friday, Cisco recognizes revenue as the equipment leaves the shipping dock. Usually the equipment gets installed and paid for within a much shorter cycle compared to Telecom equipment (a point I had made last week).
Lucent among all its competitors is the most conservative but the rumor mongers and short sellers preyed upon its silence during the quiet period on this issue.

-Hitesh