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

To: Chuzzlewit who wrote (11402)	11/27/1999 10:52:00 PM
From: Terry Audette	Read Replies (2) \| Respond to of 21876

This post is actually for Mr.Fun but anyone who would like to comment is welcome. I'm wondering why the street is willing to pay sooooo much more for csco and nt than it is for lu. If you guys have already discussed this to death please forgive me. Thanks.

To: Chuzzlewit who wrote (11402)	11/28/1999 2:59:00 AM
From: Bindusagar Reddy	Read Replies (1) \| Respond to of 21876

Chuzzle, this sounds like Auto financing, when does an automobile company recognize the cash flow. If the cash comes to you as a result of sale of a product that was manufactured and sold by a company, and a third party like a bank takes over the financing by paying the manufacturer. WHat is wrong with it. I can see if you finance and declare the interest as operating cash flow, since you are not in the business of banking . The real problem is when you do vendor financing and no third party is willing to take up the financing and the customer goes bankrupt. That appears to be the only danger of financing. Cisco apparently has a Cisco lease and finance division. I wonder how they report their earnings and cash flow. They don't even break down those numbers clearly. LUCENT is transparent to public in reporting sales of various divisions and financing activities. I am still learning this cash flow and DCF evaluation and EVA. Regards, BR