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

To: Chuzzlewit who wrote (11239)	11/19/1999 10:51:00 PM
From: Joel Karlinsky	Respond to of 21876

You two are doing a good job of seriously discussing some of the financial issues. Keep it up. As someone much smarter than me once said, "The truth shall set you free." JBK

To: Chuzzlewit who wrote (11239)	11/19/1999 11:11:00 PM
From: Pat Hughes	Read Replies (1) \| Respond to of 21876

I wish I had the ability to discuss the matter with the both of you. But I don't. However, I appreciate ALL the viewpoints discussed on this thread, Both for and against Lucent. Thanks for the leg work. Pat Hughes

To: Chuzzlewit who wrote (11239)	11/19/1999 11:21:00 PM
From: Bindusagar Reddy	Read Replies (1) \| Respond to of 21876

Chuzzle, I did not mean to be very critical of you. But, if you monetize your prior sales now by other means like securitizing and selling the A/R and get cash, it is as good as getting cash by selling as long as it is in US dollars. The problem comes when someone does creative reporting like fictitious customers and sales like Cendant. LU is not selling 5 dollar items. Big ticket items always involved financing by various leasing companies. When I buy a Lexus, Bank takes the lease and gives cash to the Company sometimes Lexus finances the vehicle. As long as they get cash, does it matter if I pay cash now or someone pays cash and I lease from them. WHat LU does is similar but at a bigger level. Thanks for your input. I am a very long term investor with 5-10 year horizon. Good luck BR