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


To: hitesh puri who wrote (10697)10/26/1999 10:00:00 AM
From: GVTucker  Read Replies (2) | Respond to of 21876
 
hitesh, you may hope it's a dead horse, but it isn't.

If this was a non-issue, LU wouldn't have sold $600mm of A/R.

If this was a non-issue, LU wouldn't have been giving guidance about DSO, guidance that proved to be too optimistic.

If this was a non-issue, LU stock would be a lot higher than it is right now.

Cash flow at LU has been the focal point. DSO is part of that cash flow. It has nothing to do with CSCO or NT.