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

To: Kenneth E. Phillipps who wrote (10775)	10/28/1999 2:06:00 PM
From: William Hunt	Read Replies (1) \| Respond to of 21876

Kennth -evidently ---I have been watching LU P/E the last year per Yahoo for reference . The P/E before earnings would usually rise to a P/E of 90 before earnings and then dropped back to the low 70 area after earnings were reported . This time we are at a P/E of 57 ---something has change in the valuation OF LU's future earnings growth potential . If we had stayed with the low 70 area we would be trading around 77 to 80 dollars a share . I do not know if it is lack of new products to market or McGinn not getting the message out to the market . The router issue , the BCS issue , DSO issue seem to be holding the stock back . The router issue has not been resolved and it seems like Juniper , CSCO and NT are all taking advantage in this area . I would like to think with the technical know-how at LU this would a dead issue by January since they have had ascess to this piece of equipment since last May . The DSO issue has been discuss enough by MR Fun and GVTucker and both provide a true understanding of the difference between CSCO and LU on this topic . The real question if this is that big of an issue to the market McGinn will have to change the way LU collects DSO's if he wants the stock to move . The real problem is that LU is at that in between age ( between being a big telecom company like ERICK and a data company like CSCO ). The BCS issue is going to require new products and lay offs to grow revenues and earnings ih that division of the company. We need a point man handling these issues and getting the message to the markets . By the way the CEO of NT was on tv the other day and did an excellent job of doing both for his company BEST WISHES BILL