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


To: Bindusagar Reddy who wrote (10779)10/28/1999 3:50:00 PM
From: GVTucker  Read Replies (2) | Respond to of 21876
 
BR, RE: If you can not see that, a company with 31 billion revenues grew their revenues 23% Y/Y adding 7.5 billion new revenues, nearly as much as CISCO's yearly revenues. If you can not see that there is something wrong in the brain.

Sure I can see that. I can also see that you are only talking about a small piece of the puzzle. Valuation is something that you don't even address.

My challenge to you is find me few companies with 35 billion revenues that grow their top line 20-25% annually.

Off the top of my head, HD and ENE qualify. But why does the absolute amount of revenues (in this case, $35 b) make any difference? If a company had only $10 b in revenues but was similar in all other respects to LU, why wouldn't that company be just as good of a stock?