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

To: Chuzzlewit who wrote (11945)	12/30/1999 8:16:00 AM
From: John Meares	Read Replies (1) \| Respond to of 21876

C Your name and comments are being thrown around on the QCOM thread. Your insight and knowledge are respected. Someone said an investment DELL is "dead money". What's your take on DELL stock and it's 6 to 12 months potential. Should I schedule a wake? thanks

To: Chuzzlewit who wrote (11945)	12/30/1999 8:56:00 AM
From: abbigail	Respond to of 21876

" . Perhaps I missed something in the 10-K, and if so would be indebted to you for pointing it out to me. I think it would be illuminating to see the balance sheet of that entity." I wish I had the time and the energy, but maybe an analyst could help. "I don't take comfort in your statement: The numbers seem to indicate the longer term need for EQUIPMENT and INVESTMENTS are matched by DEBT and STOCK ISSUANCE. because that seems to echo my fear that continued top-line growth will require infusions of external cash which will have the effect of either increasing leverage or diluting current shareholders. The best outcome is that the company can fund future growth internally." I think you have defined in LU the financial picture of a rapidly growing, well run, telecommunications company. If you want a company that can print money, buy MSFT. Thanks, Abbigail